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Randi Patrice Mason

DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.·BELLMORE, New York
SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 63, Series 65Clean recordDIVERSIFIED PRIVATE WEALTH ADVISORS, INC.
2680 MERRICK ROAD, BELLMORE, NY 11710CRD# 722302Firm CRD# 167243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randi Patrice Mason · BELLMORE, NY
Registration
CRD #722302 · DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 14
Series 24
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
CRD 167243 · SEC 801-77960
AUM
$644M
Regulatory assets under management
Employees
5
2,997 client accounts
Services offered by LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. →
Introduction

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Frequently Asked Questions

What services does Randi Patrice Mason offer?
Randi Patrice Mason specializes in Financial Planning, Investment Management. Contact their office in BELLMORE, New York for a consultation.
What are Randi Patrice Mason's credentials?
Randi Patrice Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randi Patrice Mason located?
Randi Patrice Mason is based in BELLMORE, New York, working with DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.. Their office serves clients in the BELLMORE metropolitan area and surrounding communities.
How does Randi Patrice Mason charge for services?
Randi Patrice Mason's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.?
DIVERSIFIED PRIVATE WEALTH ADVISORS, INC. has approximately 5 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
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