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Mason Lee Onstott

Icapital Markets LLC

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About Mason Lee Onstott

Mason Onstott is a financial advisor with Icapital Markets LLC. Mason is a Series 7, Series 24, and Series 66 licensed professional. Mason has been in the industry since 2017 and has worked at several firms, including Simon Markets LLC and Wells Fargo Clearing Services, LLC. Mason is registered to provide investment advice in 51 states.

Firm Information

Mason Onstott is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Mason Onstott’s Registration & Firm History

FL

11/30/2023 - Present

Icapital Markets LLC (Boca Raton FL)

AL

06/21/2019 - 11/30/2023

SIMON MARKETS LLC (Birmingham AL)

AL

02/07/2019 - 06/18/2019

WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN BROOK AL)

AL

07/24/2017 - 10/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

AL

03/22/2017 - 06/23/2017

AXA ADVISORS, LLC (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 08/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Lee Onstott.
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