Barbara Mason is not listed as a control person, but directly owns under 5% of Mason & Associates.
Mason & Associates is an investment adviser based in Newport News, VA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $471 million, as filed on 31 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4504567
- Firm
- Mason & Associates · CRD 307206
- Role
- Chief Operations Officer
- In role since
- January 2020 · 6 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Newport News, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Barbara Mason work?
Barbara Mason has been Chief Operations Officer of Mason & Associates, LLC since January 2020.
How can I verify Barbara Mason’s record?
Barbara Mason’s role is listed on Mason & Associates, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 307206.
