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Melissa Dawn Mason

Cascade Wealth Management Solutions Inc.

Pittsfield, MA

CRD 6441011

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Employer firm

Cascade Wealth Management Solutions Inc. CRD 333821

$16.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cascade Wealth Management Solutions Inc.

Pittsfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-14
  • MA RA
    APPROVED
    Since 2025-03-14

Branch Locations

Pittsfield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bershire Retirement Strategies Pittsfield MA 01/2015 12/2019
Stay At Home Parent Pittsfield MA 12/2019 03/2021
Shire Virtual Admin Pittsfield MA 03/2021 06/2025
Cascade Wealth Management Solutions Inc. Pittsfield MA 10/2024 Present
Cascade Wealth Management Solutions Inc. Pittsfield MA 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23
Other Names
  • Melissa Mason
  • Melissa Dawn Miller
  • Melissa Miller

View on SEC IAPD

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