Shania Mason
Investment adviser representative at United Brokerage Services Inc
13 yearsExperience
2 statesRegistered in
$372.3MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- United Brokerage Services, Inc.Apr 2026 to now
- Shania MasonDec 2024 to now
- Equitable Advisors, LLCJan 2026 to Apr 2026
- Dillon BurdetteJun 2025 to Dec 2025
- On LocationOct 2022 to Nov 2024
- UnemployedJun 2022 to Sep 2022
- French Ministry of Education and Cultural Services of the FrenchSep 2021 to May 2022
- UnemployedApr 2021 to Sep 2021
- Title Boxing Club GrandvilleDec 2019 to Aug 2020
- Padnos International CenterAug 2018 to Nov 2019
- Grand Valley State UniversityAug 2017 to Apr 2021
- Mary KayJul 2017 to Nov 2017
- Angelo's Italian EateryJun 2016 to Jun 2017
- Mattawan High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 8126742
- Firm CRD
- 39062