Trevor J Mason
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
29 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Bank of America, N.ANov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Ameriprise Financial Services, LLCJun 2022 to Jul 2024
- UnemployedDec 2020 to May 2022
- Florida State BoostersAug 2019 to Dec 2020
- Bluewater Car WashOct 2018 to Apr 2020
- UnemployedApr 1997 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7587463
- Firm CRD
- 7691