Luke Mason has been an investment adviser representative at S.A. Mason since January 2026, and is not listed among the firm’s executive officers or direct owners.
S.a. Mason, LLC is a Holland, MI firm with $529M under management, 282 clients and 3 advisers in one office, as of its March 2026 filing.
- S.a. Mason, LLCCurrent– present · under a yearHolland, MI · Adviser representative · Firm CRD 151440
Investment adviser representative registrations
Luke Mason is registered as an investment adviser representative in 5 states. Each was approved in January 2026.
- CaliforniaSince 9 January 2026
- FloridaSince 15 January 2026
- IllinoisSince 9 January 2026
- MichiganSince 9 January 2026
- TexasSince 9 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2026 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 31 January 2022 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 14 January 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 December 2021 |
| Series 7TO | General Securities Representative Examination | 22 November 2021 |
| SIE | Securities Industry Essentials Examination | 22 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Luke Samuel Mason
- CRD
- 7382364
- Firm
- S.A. Mason · CRD 151440
- Office
- 170 COLLEGE AVENUE, SUITE 260, Holland, MI 49423
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Luke Mason work?
Luke Mason is an investment adviser representative registered through S.a. Mason, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Luke Mason a financial advisor?
Yes. Luke Mason has a current investment-adviser registration in California, Florida, Illinois, Michigan and Texas, through S.A. Mason since January 2026.
How many years of experience does Luke Mason have?
Luke Mason has 4 years in the financial industry, since November 2021, across 1 adviser firm.
What exams has Luke Mason passed?
Luke Mason has passed 6 licensing exams: the SIE, Series 7TO, Series 63, Series 87, Series 86 and Series 65. The earliest, the SIE, was passed in October 2021.
Where is Luke Mason based?
Luke Mason’s registered office is in Holland, MI.
Is Luke Mason registered with FINRA?
No. Luke Mason has no current broker registration.
How can I verify Luke Mason’s record?
Search CRD 7382364 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Mason’s full registration record.