Blake Harlan Mason

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2022 → Present
  Equitable Advisors, Llc
  New York, NY
• 09/2014 → 06/2018
  Patrick Henry High School
  Ashland, VA
• 06/2018 → 06/2022
  University Of Mary Washington
  Fredericksburg, VA
• 06/2022 → 07/2022
  Unemployed
  Montpelier, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-17

Other Names

• Blake Mason