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Ryan William Mason

Argos Wealth Advisors LLC

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About Ryan William Mason

Ryan William Mason is a financial advisor with over 18 years of experience in the financial services industry. Ryan currently works at Argos Wealth Advisors LLC in Sacramento, CA. Ryan is a registered Investment Advisor and has passed the Series 65 and Series 7 exams. Ryan's background includes experience working with various clients, including charitable organizations, high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth individuals. Ryan provides financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Ryan Mason is currently registered with Argos Wealth Advisors LLC. Argos Wealth Advisors LLC is an investment advisor headquartered in . The firm, which was formed , manages over $829,849,450 in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. The firm's investment advisory services include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Argos Wealth Advisors LLC is registered with the SEC and has a SEC number of 801-68097.

$829.85M

Assets Under Management

Not reported

Total Clients

6

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 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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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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Ryan Mason’s Registration & Firm History

CA

11/12/2021 - Present

Argos Wealth Advisors LLC (Sacramento CA)

CA

09/20/2004 - 08/06/2007

PRESIDIO CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)

NY

09/10/2002 - 11/06/2002

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)

NY

08/13/2001 - 09/21/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William Mason.
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