Reuben Scott Mason
Investment adviser representative at Doceo Wealth, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$274MFirm assets
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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
- Pension consulting
Experience
12 years in the industry.
- Doceo Life, LLCDec 2025 to now
- Doceo Wealth, LLCDec 2025 to now
- MML Investors Services LLCMar 2014 to Dec 2025
- Massmutual Life Insurance CompanyFeb 2014 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Doceo Wealth, LLC
$274MAssets managed
301Clients
6Advisers
6 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
- 5387684
- Firm CRD
- 310415