Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
14yrs
Rees Mason
Financial advisor at Merrill
Rees Mason has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Ponte Vedra Beach, Florida. Rees has been with Merrill since 2012. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 51% of advisors at Merrill
Office824 A1a N, Ponte Vedra Beach, FL 32082
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2012 – nowMerrillCurrent firm
Contact Rees
Local office(904) 273-3856Ask for Rees. (800) 637-7455Main office · New York, NY 824 A1a NPonte Vedra Beach, FL 32082Office · Get directions
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Questions to ask Rees
Tailored to Rees’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Rees
How do I contact Rees?
Call Rees’s local office at (904) 273-3856 or the Merrill main office at (800) 637-7455, and ask for Rees Mason.
How long has Rees been a financial advisor?
Rees has been in the industry since 2012, about 14 years. More experience than 51% of advisors at Merrill.
What licenses does Rees hold?
Series 66. Tap any license on this page to see what it allows.
Is Rees a fiduciary?
Rees is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rees paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Rees 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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