MG
MG

Mason Gee-Montgomery

4 Years of Experience
Fairlawn, OH
Broker

Mason Gee-Montgomery is a registered investment advisor, based in Fairlawn, OH, with 4 years of industry experience.

Location

3320 W Market St, Suite 300, Fairlawn, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Marcum Wealth, LLC
November 2024 - May 2025 · 6 mos
Keybanc Capital Markets INC.Broker
July 2021 - November 2021 · 4 mos
PFS Investments INC.Broker
May 2018 - July 2021 · 3 yrs 2 mos
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.