Investment adviser representative · Tfo Family Office Partners
Mason G. Longstreth
CRD 5275097 · Phoenix, AZ
At a glance
Mason G. Longstreth is an investment adviser representative with Tfo Family Office Partners in Phoenix, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mason’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Tfo Family Office PartnersSince January 2012Phoenix, AZ · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.