Steven Andrew Mason

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2024 → 08/2024
  Pinedacompany Llc
  Mesa, AZ
• 11/2021 → 12/2021
  Amerisave Mortgage
  Scottsdale, AZ
• 07/2021 → 11/2021
  Unemployed
  Mesa, AZ
• 06/2019 → 06/2021
  Mr. Cooper
  Chandler, AZ
• 01/2017 → 07/2019
  Northern Arizona University
  Flagstaff, AZ
• 09/2017 → 05/2018
  Northern Arizona University
  Flagstaff, AZ
• 08/2018 → 04/2019
  Relentless Beats
  Flagstaff, AZ
• 08/2018 → 09/2018
  The State Bar
  Flagstaff, AZ
• 07/2018 → 08/2018
  Wildflower Bread Company
  Flagstaff, AZ
• 05/2025 → 12/2025
  Alexander Capital, L.P.
  Mesa, AZ
• 11/2014 → 07/2018
  Panera Bread
  Chandler, AZ
• 03/2022 → 12/2025
  Sam Global Ventures Llc
  Mesa, AZ
• 04/2022 → Present
  Sun Devil Solutions Llc
  Mesa, AZ
• 08/2025 → 12/2025
  Alexander Capital Wealth Management
  Mesa, AZ
• 01/2026 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2026 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 04/2025 → 01/2026
  Self-Employed
  Mesa, AZ
• 08/2014 → 12/2016
  Chandler-Gilbert Community College
  Chandler, AZ
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2025-08-14 → 2025-12-12
  Alexander Capital Wealth Management Llc
  Mesa, AZ
  Red Bank, NJ

Other Businesses

NAME OF BUSINESS: SUN DEVIL SOLUTIONS LLC INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: REAL ESTATE POSITION: OWNER START DATE: 04/2022 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MESA, AZ NATURE OF BUSINESS: INSURANCE POSITION: N/A START DATE: 09/2025 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

Exams

• S66 Uniform Combined State Law Examination
  2025-07-17

Other Names

• Steven Mason
• Steven A Mason