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RIA / WealthAdvisor44 years in industry

CLAUDE MASON ROYAL

Advisor at ROYAL WEALTH MANAGEMENT

CHESAPEAKE, VA

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Search this name across graphsid dfx:ria:b44e49a5-fa3f-048a-f6f3-78afd90fb331

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 21, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROYAL WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 19, 2008
First registration: Jul 21, 2008
Dual registered: no
Other names: CLAUDE M ROYAL
IAPD individual key: 5561722

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROYAL WEALTH MANAGEMENT	State registered	Jan 14, 2025	n/a	yes	CHESAPEAKE, VA	Current employment
WEALTHDRIVE ADVISORY LLC	Former SEC adviser	Aug 14, 2019	Dec 31, 2024	no	RUSTBURG, VA	Previous registration
ROYAL WEALTH MANAGEMENT	State registered	Oct 31, 2017	Jul 17, 2019	no	CHESAPEAKE, VA	Previous registration
ACE CAPITAL, INC.	Former SEC adviser	Jan 27, 2015	Oct 26, 2017	no	RUSTBURG, VA	Previous registration
ROYAL WEALTH MANAGEMENT	State registered	Jul 21, 2008	Jan 28, 2015	no	CHESAPEAKE, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTHDRIVE ADVISORY LLC	ROYAL WEALTH MANAGEMENT	Dec 31, 2024	Jan 14, 2025	14	Firm change	RIA to state RIA
ROYAL WEALTH MANAGEMENT	WEALTHDRIVE ADVISORY LLC	Jul 17, 2019	Aug 14, 2019	28	Firm change	Other
ACE CAPITAL, INC.	ROYAL WEALTH MANAGEMENT	Oct 26, 2017	Oct 31, 2017	5	Firm change	Other
ROYAL WEALTH MANAGEMENT	ACE CAPITAL, INC.	Jan 28, 2015	Jan 27, 2015	-1	Firm change	Other

Relationships

Registered with (3)

→ ROYAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 31, 2017 to Jul 17, 2019factForm ADV
→ WEALTHDRIVE ADVISORY LLCRegistered adviserregistration: previous registration
Aug 14, 2019 to Dec 31, 2024factForm ADV
→ ACE CAPITAL, INC.Registered adviserregistration: previous registration
Jan 27, 2015 to Oct 26, 2017factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Claude Mason Royal left Wealthdrive Advisory Llc for Royal Wealth Management (registered 2025-01-14)
Form ADVobserved 6 days ago