Mason Turner Ostasz
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jun 2023 to now
- Big 5 Sporting GoodsFeb 2022 to Jun 2023
- WalgreensNov 2020 to Jan 2022
- MacysJul 2019 to Oct 2020
- Frito-layNov 2017 to Sep 2019
- Foothills Park and RecreationMar 2017 to Oct 2021
- Broken Tee Golf CourseMar 2017 to Oct 2017
- Full-time EducationJun 2013 to Dec 2022
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 (CO).
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
- 7734496
- Firm CRD
- 5393