Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $4,808,976,645 in 1,027 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,809
    MILLION
  • Total Number of Accounts
    1,027
    ACCOUNTS
  • Average Account Value
    $4,682,548
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI

Financial Advisors at Mason Investment Advisory Services Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Barry C. Beach
CRD#: 2641347
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

Barry Beach (CRD# 2641347) 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. Barry Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Phil R. Broderick
CRD#: 1688752
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

Phil Broderick (CRD# 1688752) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 26 years of experience in the finance industry. Phil Broderick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sarah A. Casey
CRD#: 1178717
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

Sarah Casey (CRD# 1178717) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 24 years of experience in the finance industry. Sarah Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert B. Corno
CRD#: 1363679
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

Robert Corno (CRD# 1363679) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 31 years of experience in the finance industry. Robert Corno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David C. Engler
CRD#: 4755145
11130 Sunrise Valley Dr, Ste 200, Reston, VA 20191
96
Wealthminder
score

David Engler (CRD# 4755145) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 12 years of experience in the finance industry. David Engler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David R. Gilbert
CRD#: 4432909
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

David Gilbert (CRD# 4432909) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 15 years of experience in the finance industry. David Gilbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Max Gonson
CRD#: 3213804
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
96
Wealthminder
score

Max Gonson (CRD# 3213804) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 17 years of experience in the finance industry. Max Gonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Barbara M. Joyce
CRD#: 2584607
Palatine, IL
96
Wealthminder
score

Barbara Joyce (CRD# 2584607) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Palatine, IL and has over 21 years of experience in the finance industry. Barbara Joyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Sharon L. Kampner
CRD#: 4631312
11130 Sunrise Valley Dr, Ste 200, Reston, VA 20191
96
Wealthminder
score

Sharon Kampner (CRD# 4631312) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 14 years of experience in the finance industry. Sharon Kampner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brian M. Kelley
CRD#: 3118939
11130 Sunrise Valley Dr, Ste 200, Reston, VA 20191
96
Wealthminder
score

Brian Kelley (CRD# 3118939) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 13 years of experience in the finance industry. Brian Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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