Andrew Brynmor Mason

Strategic Advisers LLC

Santa Monica, CA

Mission Hills, CA

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • United States

Mission Hills, CA • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	Beverly Hills	CA	10/2021	05/2024
Azusa Pacific University	Azusa	CA	05/2017	10/2021
Pool Logic Design And Construction	La Verne	CA	11/2016	05/2017
Target Corporation	Pasadena	CA	10/2015	11/2016
Fidelity Investments	Santa Monica	CA	05/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2021 → 05/2024

Ubs Financial Services Inc.

Beverly Hills, CA
05/2017 → 10/2021

Azusa Pacific University

Azusa, CA
11/2016 → 05/2017

Pool Logic Design And Construction

La Verne, CA
10/2015 → 11/2016

Target Corporation

Pasadena, CA
05/2024 → Present

Fidelity Investments

Santa Monica, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Santa Monica, CA
2022-02-07 → 2024-05-17

Ubs Financial Services Inc.

Beverly Hills, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-22

S66 Uniform Combined State Law Examination

2021-04-22

Other Names

Andrew Mason

View on SEC IAPD

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