David Engler (CRD# 4755145) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 20 years of experience in the finance industry. David Engler has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mason Investment Advisory Services, Inc. | Reston, VA | Jun 2006 - Current | 18 |
| Mason Securities, Inc. | Reston, VA | Jun 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- VA
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Total Assets Under Management12,155MILLIONS
-
Total Number of Accounts1,027ACCOUNTS
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Average Account Value$11,835,706
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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