Reuben Scott Mason

Employer firm

Doceo Wealth, LLC CRD 310415

$274M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 12/2025
  Massmutual Life Insurance Company
  Boise, ID
• 03/2014 → 12/2025
  Mml Investors Services Llc
  Boise, ID
• 12/2025 → Present
  Doceo Wealth, Llc
  Meridian, ID
• 12/2025 → Present
  Doceo Life, Llc
  Meridian, ID

Previous Registrations

• 2014-07-07 → 2025-12-17
  Mml Investors Services, Llc
  Meridian, ID
• 2011-03-15 → 2014-02-14
  Desert Rose Capital Management, Inc.
  Meridian, ID
• 2010-08-26 → 2011-03-14
  Beacon Rock Investment Advisors
  Eagle, ID
• 2008-06-18 → 2010-08-26
  Mml Investors Services, Llc
  Boise, ID
  Eagle, ID
  Meridian, ID
  Boise, ID
  Lehi, UT

Other Businesses

Name: Doceo Life, LLC Inv rel: Y Add: At 1880 S. Cobalt Point Way, #350, Meridian, ID 83642 Nature: insurance sales Position: insurance broker Start date: December 2025 No. HR/MO: 20-30 No. HR/MO during sec trading: 20-30 Describe duties: insurance broker Name: R. Scott Mason Inv rel: N Add: At Residential Address Nature: Book sales on Kindle and Amazon Position: Author Start date: January 2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Promotion via word of mouth and or online marketing

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-12
• S66 Uniform Combined State Law Examination
  2008-03-12

Designations

• Certified Financial Planner

Other Names

• Scott Mason
• R. Scott Mason