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Mason Lee Paulus

MacQuarie Investment Management Business Trust

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About Mason Lee Paulus

Mason Lee Paulus is an Investment Advisor Representative with Macquarie Investment Management Business Trust. Mason has been in the financial industry since 2018. Mason holds licenses in the state of Missouri and Pennsylvania. Mason has experience with providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Prior to joining Macquarie Investment Management Business Trust, Mason worked for IVY DISTRIBUTORS, INC., WADDELL & REED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Mason Paulus is currently registered with MacQuarie Investment Management Business Trust. Macquarie Investment Management Business Trust is a registered investment advisor based in Philadelphia, Pennsylvania. With over $190 billion in regulatory assets under management, the firm provides portfolio management services to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also offer structured product/securitization advice, transition management, and selection of other advisors. The firm is a subsidiary of Macquarie Group Limited, a global financial services provider.
MacQuarie Investment Management Business Trust

610 MARKET STREET

PHILADELPHIA, PA 19106

$190.96B

Assets Under Management

21

Total Clients

56

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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structured product/securitization advice/transition management

Structured product/securitization advice/transition management

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mason Paulus’s Registration & Firm History

PA

06/25/2021 - Present

MacQuarie Investment Management Business Trust (PHILADELPHIA PA)

KS

05/04/2020 - 04/30/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

05/04/2020 - 04/21/2021

WADDELL & REED (OVERLAND PARK KS)

KS

07/24/2018 - 03/05/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)

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Licenses & Designations

BOTH

Issued 08/30/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mason Lee Paulus.
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