Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
27yrs
Daniel Mason has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Raleigh, North Carolina. After ten years at UBS Financial Services and five years at Morgan Stanley, Daniel joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 20% by experience in North Carolina
Office541 Church At North Hills St Suite 700 [Satellite], Raleigh, NC 27609
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2015 – 2025UBS Financial Services Inc.Previously
- 2011 – 2015Morgan StanleyPreviously
- 2008 – 2011Wells Fargo Clearing Services, LLCPreviously
- Sep 2008 – Nov 2008Truist Investment Services, Inc.Previously
- 2003 – 2008Wells Fargo Clearing Services, LLCPreviously
- 2000 – 2002MerrillPreviously
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. 541 Church At North Hills St Suite 700 [Satellite]Raleigh, NC 27609Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Daniel Mason. Daniel works from the Raleigh, NC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 27 years. Top 20% by experience in North Carolina.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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