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Mason Henry Davitt

Investment adviser representative at Brand Asset Management Group, Inc.
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
34 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Brand Asset Management Group, Inc.Aug 2024 to now
  2. KpmgSep 2021 to Sep 2024
  3. UnemployedMay 2021 to Sep 2021
  4. Joseph A BanksJan 2018 to Jan 2019
  5. Samford University StudentAug 2016 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MO).

Brand Asset Management Group, Inc.

$1.2BAssets managed
355Clients
13Advisers
34 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
7998865
Firm CRD
106162
Advisor's SEC record (opens in a new tab)
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