Abel Santibanez has been an investment adviser representative at Mason & Associates since September 2018, and is not listed among the firm’s executive officers or direct owners. Abel Santibanez holds a BS in Business Administration from the University of California, Riverside and an MBA in Finance from Pepperdine University.
Mason & Associates, Inc. is a Los Angeles, CA firm with $829M under management, 698 clients and 8 advisers across 2 offices, as of its January 2026 filing.
Alex Santibáñez is Director of Investments of Mason & Associates, where he oversees the firm's investment strategy, research, and portfolio management. He joined the firm in 2018 and chairs the investment committee. Before joining, he was a Senior Analyst at Stonemark Wealth Management and began his career as a Credit Research Analyst at Hilltop Securities.
- Mason & Associates, Inc.Current– present · 8 yearsLos Angeles, CA · Adviser representative · Firm CRD 141303
Investment adviser representative registrations
Abel Santibanez is registered as an investment adviser representative in California, since September 2018.
- CaliforniaSince 5 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 July 2011 |
| Series 7 | General Securities Representative Examination | 20 May 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Abel Alexander Santibanez
- CRD
- 5752541
- Firm
- Mason & Associates · CRD 141303
- Office
- 7474 NORTH FIGUEROA STREET, SUITE 100, Los Angeles, CA 90041
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- masonlifeplanning.com
Where does Abel Santibanez work?
Abel Santibanez is an investment adviser representative registered through Mason & Associates, Inc. since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Abel Santibanez a financial advisor?
Yes. Abel Santibanez has a current investment-adviser registration in California, through Mason & Associates since September 2018.
How many years of experience does Abel Santibanez have?
Abel Santibanez has 14 years in the financial industry, since June 2012, across 1 adviser firm.
What exams has Abel Santibanez passed?
Abel Santibanez has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2010. FINRA credited Abel Santibanez with the SIE, which began in October 2018.
Where is Abel Santibanez based?
Abel Santibanez’s registered office is in Los Angeles, CA.
Is Abel Santibanez registered with FINRA?
No. Abel Santibanez has no current broker registration.
How can I verify Abel Santibanez’s record?
Search CRD 5752541 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abel Santibanez’s full registration record.
