Christopher Daniel Mason

Financial advisor at Charles Schwab & Co., Inc. · Chicago, IL

Last updated 2026-10-10

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Christopher Daniel Mason is a financial advisor at Charles Schwab & Co., Inc. in Chicago, IL, CRD 5666883. Licenses and exams on the registration: Series 66. First registered 2009-09-11.

Registration

CRD number
5666883
Registration status
Active
First registered
2009-09-11
Years of experience
17
States registered
IL

Licenses and exams

  • Series 66

Work history

  • 2016-08 to 2018-05 · Citigroup · Chicago, IL
  • 2018-05 to 2022-01 · Goldman Sachs & Co LLC · Chicago, IL
  • 2022-04 to Present · Charles Schwab & Co., Inc. · Chicago, IL
  • 2022-04 to Present · Charles Schwab Bank, Ssb · Chicago, IL

Current employment

SEC IAPD record for Christopher Daniel Mason

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

150 S. Wacker Drive, Chicago, IL 60606

98 advisors at this office.

Charles Schwab & office in Chicago, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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