Peter Chase Mason
Investment adviser representative at Foundations Investment Advisors LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Foundations Investment Advisors, LLCSep 2022 to now
- Elite Advisory GroupSep 2022 to now
- Broadridge Advisor SolutionsOct 2021 to now
- Aloha Wealth PartnersApr 2021 to Sep 2022
- Elite Advisory GroupMay 2019 to Mar 2021
- Cambridge FinancialOct 2017 to Mar 2018
- Utah Valley UniversityAug 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 7208376
- Firm CRD
- 175083