Matthew Williamson (CRD# 7710461) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has 1 year of experience in the finance industry.
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, Inic. | Reston, VA | Mar 2023 - Current | 1 |
| Unemployed | Alexandria, VA | May 2022 - Mar 2023 | < 1 |
| Mj Hudson | London, | Jan 2022 - May 2022 | < 1 |
| Mj Hudson | London, | Nov 2018 - Dec 2021 | 3 |
| Unemployed | London, | Jun 2018 - Nov 2018 | < 1 |
| University Of Cambridge | Cambridge, | Oct 2015 - Jun 2018 | 2 |
| Peter Symonds College | Winchester, | Sep 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- VA
-
Total Assets Under Management12,155MILLIONS
-
Total Number of Accounts1,027ACCOUNTS
-
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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