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Matthew Jon Mason

A.g.p. / Alliance Global Partners

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About Matthew Jon Mason

Matthew Jon Mason is a financial advisor with over 25 years of experience in the financial services industry. Matthew is currently registered with A.G.P. / Alliance Global Partners and holds Series 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) Exam. Previously, Matthew worked at AEGIS CAPITAL CORP. and Paulson Investment Company, Inc.. Matthew has extensive experience in providing portfolio management for individuals, businesses, and pooled investment vehicles. Matthew also provides financial planning and selection of other advisors.

Firm Information

Matthew Mason is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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percentage of assets

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

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Matthew Mason’s Registration & Firm History

NJ

05/24/2021 - Present

A.g.p. / Alliance Global Partners (Holmdel NJ)

NJ

01/04/2012 - 05/26/2021

AEGIS CAPITAL CORP. (HOLMDEL NJ)

NJ

09/26/2002 - 01/09/2012

PAULSON INVESTMENT COMPANY, INC. (BRIELLE NJ)

CO

12/21/2001 - 09/27/2002

SCHNEIDER SECURITIES, INC. (DENVER CO)

CO

03/22/1999 - 12/21/2001

GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)

NY

10/18/1996 - 03/24/1999

JOSEPHTHAL & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Matthew Jon Mason. Review regulatory record here.
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