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Claude Mason Royal

WEALTHDRIVE ADVISORY LLC·RUSTBURG, Virginia
Clean recordWEALTHDRIVE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Claude Mason Royal is a registered financial advisor based in RUSTBURG, Virginia, affiliated with WEALTHDRIVE ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WEALTHDRIVE ADVISORY LLC
WEALTHDRIVE ADVISORY LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEALTHDRIVE ADVISORY LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5561722
Firm CRD# 304427
View on FINRA BrokerCheck →

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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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Research
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