Mitchell Crocker
Investment adviser representative at Mason & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$828.7MFirm assets
20 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
Experience
10 years in the industry.
- Mason & Associates, Inc.Feb 2023 to now
- Petersen International UnderwritersJan 2016 to Feb 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mason & Associates, Inc.
$828.7MAssets managed
698Clients
8Advisers
20 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
- 7739072
- Firm CRD
- 141303