Mason Bryant
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
6 years
Mason Bryant is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving individuals and couples who are building wealth, saving for their first home, funding education, and planning for retirement. He constructs personalized portfolios using a diversified approach that includes fundamentally strong companies, fixed income, and private investments, aiming to maximize returns while managing volatility. Mason also coordinates with clients' CPAs and attorneys to implement tax-minimization and estate planning strategies, and offers access to various lending solutions through Bank of America, N.A.
Mason's background includes being a three-sport scholar-athlete at Monrovia High School, where he led the football team as captain to three consecutive CIF championships. He played Division I football at the University of Pennsylvania, contributing to Ivy League Championship teams in 2015 and 2016. He joined Merrill in 2019, bringing a focus on teamwork and execution learned from his athletic experience. Mason places emphasis on educating clients about long-term saving and investing, building strong relationships, and simplifying financial situations to help clients focus on their priorities.
Mason holds a Bachelor's Degree from the University of Pennsylvania and is a Personal Investment Advisor (PIA). He is involved in various professional and community organizations, including serving as president of the Penn Club of Los Angeles and participating in the Black Professional Group at Bank of America. Mason is active in community service through his church and local organizations, and has experience coaching and mentoring athletes at his alma mater, Monrovia High School.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank Of America, N.a.
2019 - Present (7 years)
Merrill
2019 - Present (7 years)
Wells Fargo Advisors
2018 - 2019 (1 year)
HL Moe Co., Inc.
2017 - 2018 (1 year)
Hyundai Capital America
2017 - 2017 (1 year)
Netter Center at the University of Pennsylvania
2017 - 2017 (1 year)
HL Moe Co., Inc.
2016 - 2016 (1 year)
University of Pennsylvania
2013 - 2017 (4 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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