Mason Carver
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Nov 2025 to now
- Sanders Wealth ManagementOct 2023 to now
- Cetera Investment Advisers LLCJan 2024 to Nov 2025
- Cetera Wealth Services, LLCOct 2023 to Nov 2025
- Elliott DavisJun 2023 to Aug 2023
- StudentAug 2022 to Jun 2023
- State FarmMay 2022 to Aug 2022
- StudentAug 2020 to May 2022
- Shotokan Karate CentersJun 2020 to Aug 2020
- StudentAug 2018 to Jun 2020
- UnemployedAug 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7728755
- Firm CRD
- 23131