RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••• R••• B•••••
- Designations
- CFPreportedmasonboroadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedmasonboroadvisors.com“Now with over 25 years of experience, Ryan has a passion for helping clients understand and navigate the financial markets and realize their long-term goals.”
- Professional profile
- masonboroadvisors.com/team/a-ryan-burtonreportedmasonboroadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M•••••••• A••••••• independent RIA currentsince Jul 19, 2022 · Wilmington, Nc
- C•••••• I••••••••• A••••••• S•••••••• L•• BD affiliatedAug 9, 2013 to Aug 11, 2022 · Raleigh, Nc
- W•••• F•••• A••••••• wirehouseOct 30, 2008 to Aug 12, 2013 · Wilmington, Nc
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 16, 2004 to Oct 31, 2008 · Winston-Salem, Nc
- B••• I••••••••• S•••••••• I••• formerMar 15, 2004 to Jun 15, 2004 · Charlotte, Nc
- B••• A•••• M••••••••• I••• unclassifiedMar 31, 2003 to Mar 15, 2004 · Winston-Salem, Nc
- C•••••• I••••••••• A••••••• S•••••••• L•• to M•••••••• A•••••••left Aug 11, 2022, registered Jul 19, 2022 (-23 days) · Affiliated broker-dealer or bank to independent RIA
- W•••• F•••• A••••••• to C•••••• I••••••••• A••••••• S•••••••• L••left Aug 12, 2013, registered Aug 9, 2013 (-3 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Oct 31, 2008, registered Oct 30, 2008 (-1 days) · Wirehouse to wirehouse
- B••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 15, 2004, registered Jun 16, 2004 (1 days) · Other
- B••• A•••• M••••••••• I••• to B••• I••••••••• S•••••••• I•••left Mar 15, 2004, registered Mar 15, 2004 (0 days) · Other
- A•••• R••• B••••• left C•••••• I••••••••• A••••••• S•••••••• L•• for M•••••••• A••••••• (registered 2022-07-19)Aug 11, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address