Robert Kathman Masson
Investment adviser representative at Ameritas Advisory Services, LLC
23 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Robert Kathman Masson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Regions Institutional TrustNov 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Southern Medical Association Services Inc.Feb 2021 to now
- Swrj Benefits Entity dba Netchex BenefitsJun 2008 to now
- Ameritas Investment Corp.Oct 2003 to now
- Ameritas Life Insurance Corp.Oct 2003 to now
- NetchexJan 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4006396
- Firm CRD
- 317245