Mason Bondurant
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab BankFeb 2026 to now
- Charles Schwab & Co., Inc.Feb 2023 to now
- UnemployedJul 2022 to Feb 2023
- Theater XMay 2022 to Jul 2022
- Judge GroupJan 2021 to Feb 2022
- Nekter Juice BarJan 2021 to Feb 2022
- The FindersMay 2019 to Sep 2022
- Nekter Juice BarApr 2018 to May 2019
- UnemployedDec 2017 to Mar 2018
- Barros PizzaMar 2017 to Nov 2017
- UnemployedJun 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7699047
- Firm CRD
- 5393