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Randi Patrice Mason

DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.·BELLMORE, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Randi Patrice Mason is a registered financial advisor based in BELLMORE, New York, affiliated with DIVERSIFIED PRIVATE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
AUM
$644M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 722302
Firm CRD# 167243
View on FINRA BrokerCheck →

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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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