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Braden L Proctor

Investment adviser representative at S.A. Mason, LLC
13 yearsExperience
2 statesRegistered in
$528.7MFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. S.A. Mason, LLCMay 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

S.A. Mason, LLC

$528.7MAssets managed
282Clients
4Advisers
17 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
4518967
Firm CRD
151440
Advisor's SEC record (opens in a new tab)
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