Andrew James Mason
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew James Mason is an investment adviser representative with Strategic Advisers LLC in West Chester, PA, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 8 firms, including Fidelity Personal and Workplace Advisors and Prudential Financial Planning Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
- Broker:
12 states and territories
Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Vanguard Group, Inc.Sep 2007 – Feb 2019Malvern, PA
- TD AmeritradeFeb 2019 – Dec 2022Radnor, PA
- CHARLES SCHWAB and CO., INC.Dec 2022 – Dec 2022Radnor, PA
- Citizens Securities Inc.Dec 2022 – Jun 2023Kenneth Square, PA
- Pruco Securities, LLCJun 2023 – Nov 2023Exton, PA
- THE Prudential Insurance Co. OF AmericaJun 2023 – Nov 2023Exton, PA
- Fidelity InvestmentsNov 2023 – no end date reportedVillanova, PA
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew James Mason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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