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Claude Mason Royal

WEALTHDRIVE ADVISORY LLC·RUSTBURG, Virginia
Series 65Clean record18 years registeredWEALTHDRIVE ADVISORY LLC
212 EDNA LANE, RUSTBURG, VA 24588CRD# 5561722Firm CRD# 304427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Claude Mason Royal · RUSTBURG, VA
Registration
CRD #5561722 · WEALTHDRIVE ADVISORY LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ROYAL WEALTH MANAGEMENT
Jan 2025 – present
ROYAL WEALTH MANAGEMENT
Nov 2024 – Dec 2024
CHESAPEAKE, VA
WEALTHDRIVE ADVISORY LLC
Aug 2019 – Dec 2024
RUSTBURG, VA
ROYAL WEALTH MANAGEMENT
Oct 2017 – Jul 2019
CHESAPEAKE, VA
ACE CAPITAL, INC.
Jan 2015 – Oct 2017
RUSTBURG, VA
ACE CAPITAL
Jul 2008 – Jan 2015
RUSTBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 21, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHDRIVE ADVISORY LLC
CRD 304427 · SEC 801-116947
AUM
$25M
Regulatory assets under management
Employees
1
1 client accounts
Services offered by WEALTHDRIVE ADVISORY LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEALTHDRIVE ADVISORY LLC →
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05

Frequently Asked Questions

What services does Claude Mason Royal offer?
Claude Mason Royal specializes in Investment Management. Contact their office in RUSTBURG, Virginia for a consultation.
What are Claude Mason Royal's credentials?
Claude Mason Royal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claude Mason Royal located?
Claude Mason Royal is based in RUSTBURG, Virginia, working with WEALTHDRIVE ADVISORY LLC. Their office serves clients in the RUSTBURG metropolitan area and surrounding communities.
How does Claude Mason Royal charge for services?
Claude Mason Royal'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 WEALTHDRIVE ADVISORY LLC?
WEALTHDRIVE ADVISORY LLC has approximately 1 employees and manages $25M 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
Nearby cities in Virginia
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Research
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