Michael
Mason

About this Advisor

Michael Mason is an investment advisor whose office is in Holly Springs, North Carolina. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, Mason has 10 years of professional experience. Mason holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Mason can work with customers in North Carolina and Texas. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Mellow Mushroom, Chico'S, Jimmy Johns, Rosati'S, Pitt Community College, East Carolina University, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Inc is headquartered in Holly Springs, North Carolina, and has 3,270 additional brick-and-mortar locations in the United States. As an advisory firm, Merrill Lynch, Pierce, Fenner & Smith Inc manages $962 billion in assets across 2,529,169 client accounts and retains more than 36,383 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 778,387 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, fixed and commission-based fees.