Mason Bertrand
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Greenwood Village, CO 80111-5039
Credentials
Series 63, Series 66
Industry experience
10 years
About
Mason Bertrand is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, Mason worked as a Financial Representative at Northwestern Mutual in 2015 and 2016.
Throughout his career, Mason has focused on financial planning, education, and long-term investment strategies to help clients achieve their financial goals. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice.
Outside of his professional work, Mason enjoys family activities, exploring food as a foodie, playing golf, spending time with pets, and traveling.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Passive / index investing
Active portfolio management
Location
6501 S Fiddlers Green Circle, Ste 300 600
Greenwood Village, CO 80111-5039
Most active in
Mason B has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
Fidelity Brokerage Services, LLC
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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