Unclaimed Profile

Scott Jeffrey Mason

RUBICON WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania

Series 7, Series 24, Series 6317 years registeredRUBICON WEALTH MANAGEMENT, LLC

980 JOLLY RD, BLUE BELL, PA 19422CRD# 1023965Firm CRD# 40130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Jeffrey Mason · BLUE BELL, PA

Registration

CRD #1023965 · RUBICON WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RUBICON WEALTH MANAGEMENT, LLC

LANSING STREET ADVISORS

Mar 2023 – Jul 2024

Bala Cynwyd, PA

RUBICON WEALTH MANAGEMENT, LLC

Dec 2008 – Sep 2024

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · December 22, 2008

Years registered · 17

Disclosure History

2025Civil·Final

2025Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RUBICON WEALTH MANAGEMENT, LLC

CRD 40130 · SEC 801-51127

AUM

$231M

Regulatory assets under management

Employees

486 client accounts

Services offered by RUBICON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RUBICON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Jeffrey Mason offer?

Scott Jeffrey Mason specializes in Financial Planning, Investment Management, Wealth Management.

What are Scott Jeffrey Mason's credentials?

Scott Jeffrey Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Jeffrey Mason located?

Scott Jeffrey Mason is based in BLUE BELL, Pennsylvania, last registered with RUBICON WEALTH MANAGEMENT, LLC.

How does Scott Jeffrey Mason charge for services?

Scott Jeffrey 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 RUBICON WEALTH MANAGEMENT, LLC?

RUBICON WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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