Luke Samuel Mason
Investment Adviser Representative at S.a. Mason, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Samuel Mason is an investment adviser representative with S.a. Mason, LLC in Holland, MI, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Cleveland Research Company LLC. They have passed 6 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 California, Florida, Illinois, Michigan, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida, Illinois, Michigan, Texas
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.
- Cleveland Research CompanySep 2021 – Dec 2025Cleveland, OH
- unemployedAug 2021 – Sep 2021Zeeland, MI
- Cleveland Research CompanyMay 2021 – Aug 2021Cleveland, OH
- Grove City CollegeJan 2021 – May 2021Grove City, PA
- AmazonDec 2020 – Jan 2021Caledonia, MI
- Grove City CollegeAug 2020 – Dec 2020Grove City, PA
- Craig-Hallum Capital GroupJun 2020 – Aug 2020Wayne, PA
- Grove City CollegeAug 2019 – Jun 2020Grove City, PA
- S.A. Mason LLCMay 2019 – Aug 2019Holland, MI
- Grove City CollegeAug 2018 – May 2019Grove City, PA
- unemployedJun 2018 – Aug 2018Zeeland, MI
- Holland Christian High SchoolMay 2016 – Jun 2018Holland, MI
- S.A. MasonJan 2026 – no end date reportedHolland, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About S.a. Mason, 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
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- $250,000 - $1,000,0001.00%
- $1,000,001 - $2,000,0000.75%
- Above $2,000,0000.60%
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
Discretionary investment management and comprehensive financial planning
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Holland, MI
- Founded:
- 2009
- SEC file number:
- 801-70548
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at S.a. Mason, LLC
3 other advisors in the directory
Similar advisors in Holland, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luke Samuel 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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