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Ryan William Mason

ARGOS WEALTH ADVISORS LLC·NAPA, California
Series 7, Series 65Clean record4 years registeredARGOS WEALTH ADVISORS LLC
4900 REDWOOD ROAD, NAPA, CA 94558-9555CRD# 4420882Firm CRD# 144481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan William Mason · NAPA, CA
Registration
CRD #4420882 · ARGOS WEALTH ADVISORS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

ARGOS WEALTH ADVISORS LLC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · November 12, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARGOS WEALTH ADVISORS LLC
CRD 144481 · SEC 801-68097
AUM
$830M
Regulatory assets under management
Employees
9
222 client accounts
Services offered by ARGOS WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ARGOS WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Ryan William Mason offer?
Ryan William Mason specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NAPA, California for a consultation.
What are Ryan William Mason's credentials?
Ryan William Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan William Mason located?
Ryan William Mason is based in NAPA, California, working with ARGOS WEALTH ADVISORS LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does Ryan William Mason charge for services?
Ryan William Mason's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARGOS WEALTH ADVISORS LLC?
ARGOS WEALTH ADVISORS LLC has approximately 9 employees and manages $830M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey William Nutting
NAPA, CA
Bradford Jitsuso Yamada
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Michael Howard Russo
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