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About this Advisor
Calvin Mason is a financial advisor operating out of Pueblo, Colorado with 10 years of relevant experience. Mason works at Morgan Stanley. Throughout their career, Mason has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Mason holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Morgan Stanley is a registered investment business that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 people on staff. It oversees $1 trillion in assets under management among its 2,233,188 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the type of services. However, fee types billed by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Calvin Mason Work History
Calvin has been registered as a financial advisor for 10 years.*
Morgan Stanley Private Bank, National Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Calvin Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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