0001733756-18-000025.txt : 20180907 0001733756-18-000025.hdr.sgml : 20180907 20180907141930 ACCESSION NUMBER: 0001733756-18-000025 CONFORMED SUBMISSION TYPE: MA/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20180904 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Masterson Advisors LLC CENTRAL INDEX KEY: 0001733756 IRS NUMBER: 824640889 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA/A SEC ACT: 1934 Act SEC FILE NUMBER: 867-02338 FILM NUMBER: 181059727 BUSINESS ADDRESS: STREET 1: 4400 POST OAK PARKWAY STREET 2: SUITE 2370 CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 713-392-6691 MAIL ADDRESS: STREET 1: 4400 POST OAK PARKWAY STREET 2: SUITE 2370 CITY: HOUSTON STATE: TX ZIP: 77027 MA/A 1 primary_doc.xml MA/A 0001733756 XXXXXXXX Chris McManus 973-618-9507 cmcmanus@alternativereg.com cmcmanus@alternativereg.com Masterson Advisors LLC Masterson Advisors 82-4640889 867-02338 4400 Post Oak Parkway Suite 2370 HOUSTON TX 77027 713-392-6691 Amend 5323 Millenia Lakes Blvd Suite 300 Orlando FL 32839 407-734-4031 N www.mastersonadvisors.com Drew Kennedy Masterson CEO / Member / CCO
4400 Post Oak Parkway Suite 2370 HOUSTON TX 77027
713-392-6691 Drew.Masterson@MastersonAdvisors.com
Amend Orlando Office 5323 Millenia Lakes Blvd Orlando FL 32839 407-734-4031 Contracts and Client Deal Files December TX 03-01-2018 N 4 4 0 0 0 0 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection N 0 N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Drew Kennedy Masterson CEO / CCO 03-01-2018 E Y 001421404 Amend Drew Kennedy Masterson CEO / CCO 03-01-2018 E Y 001421404 Drew Masterson Drew Masterson CEO / Member 09-04-2018 N N Y N N N N Y N N Y N N N N N N N N N N