AdvisorOS Directory
Claim Profile
SM

Scott Jeffrey Mason

RUBICON WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania
Unclaimed Profile
980 JOLLY RD, BLUE BELL, PA 19422CRD# 1023965Firm CRD# 40130
01

About

Scott Jeffrey Mason is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with RUBICON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUBICON WEALTH MANAGEMENT, LLC
RUBICON WEALTH MANAGEMENT, LLC
AUM
$231M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RUBICON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1023965
Firm CRD# 40130
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLUE BELL?

Browse all registered financial advisors in BLUE BELL, Pennsylvania or claim this profile if it's yours.

Browse BLUE BELL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott Jeffrey Mason offer?
Scott Jeffrey Mason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
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, working with RUBICON WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BLUE BELL
Edward Turner Borer — BORER DENTON & ASSOCIATES, INC.Albert Louis Denton — BORER DENTON & ASSOCIATES, INC.Kathleen Donnelly Hartung — BORER DENTON & ASSOCIATES, INC.Frederick August Bluefeld — BORER DENTON & ASSOCIATES, INC.Edward Joseph Carpoletti — MERIDIAN WEALTH PARTNERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile