Best Investors Account Sign in

Ana Mason

Schwab Wealth Advisory, Inc.

Orlando, FL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-02
FL RA APPROVED 2024-11-11
  • TX RA
    APPROVED
    Since 2026-01-02
  • FL RA
    APPROVED
    Since 2024-11-11

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Td Ameritrade Jacksonville FL 05/2015 02/2020
Fidelity Brokerage Services Llc Altamonte Springs FL 02/2020 09/2024
Fidelity Investments Altamonte Springs FL 02/2020 09/2024
Td Ameritrade The Villages FL 05/2016 02/2020
Charles Schwab & Co., Inc. Orlando FL 09/2024 Present
Schwab Wealth Advisory, Inc. Orlando FL 09/2024 Present
  • 05/2015 → 02/2020
    Td Ameritrade
    Jacksonville, FL
  • 02/2020 → 09/2024
    Fidelity Brokerage Services Llc
    Altamonte Springs, FL
  • 02/2020 → 09/2024
    Fidelity Investments
    Altamonte Springs, FL
  • 05/2016 → 02/2020
    Td Ameritrade
    The Villages, FL
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2024 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Previous Registrations
  • 2020-02-21 → 2024-09-23
    Fidelity Personal And Workplace Advisors
    Altamonte Springs, FL
  • 2016-09-27 → 2020-02-06
    Td Ameritrade, Inc.
    Jacksonville, FL
    Orlando, FL
    The Villages, FL
  • 2016-09-30 → 2020-02-06
    Td Ameritrade Investment Management, Llc
    Ponte Vedra, FL
    Orlando, FL
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2016-09-23
Other Names
  • Ana Jacqueline Bucher
  • Annie Mason
  • Ana Jacqueline Mason
  • Ana Mason
  • Ana Bucher
  • Annie Mason

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor