Calvin
Mason

Morgan Stanley

CRD#2212832
Investment Advisor
in Pueblo, CO

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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

Series 63, Series 65

Years Registered*

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

115 E Riverwalk
Pueblo, CO 81003

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CO Average: $7,464,549,021
Total Number of Employees

28,000

CO Average: 88
Total Number of Accounts

2,233,188

CO Average: 3,892
Average Account Size

$530,659

CO Average: $1,917,921

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
  • Other

Calvin Mason Work History

Calvin has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2013 - Present (11 years)

Morgan Stanley

*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.

Disclosures

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.

Financial Advisors at Morgan Stanley

Seth Hart
New York, NY
Dori Stegmann
Saint Louis, MO
Ellen Spitz
Garden City, NY
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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