Mason R Bailey

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Redding, CA
• 12/2014 → Present
  Bank Of America, N.A.
  Redding, CA

Other Businesses

I*: 2589273 Entity Type: Charitable Name of OBA: Newsong Church / Adrent Ministries Address: Cornelius, NC 28031 Investment Related: No Position, Title, Association: Deacon Employee Start Date: 07/20/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: The purpose of the organization is to serve as a religious organization ("Church") for Christian believers. My responsibility will be serving the local religious body as well as leading both domestic and international ministry trips in partnership with other ministries. This trips are for discipleship purposes.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-22

Other Names

• Mason Bailey