Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $10,094,475,873 in 827 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,094
    MILLION
  • Total Number of Accounts
    827
    ACCOUNTS
  • Average Account Value
    $12,206,138
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Mason Investment Advisory Services Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Sarah E. Baker
CRD#: 4862512
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Sarah Baker (CRD# 4862512) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry.

2
Richard S. Baldwin
CRD#: 2796918
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Richard Baldwin (CRD# 2796918) 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.

3
Barry C. Beach
CRD#: 2641347
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191

Barry Beach (CRD# 2641347) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 27 years of experience in the finance industry.

4
Phil R. Broderick
CRD#: 1688752
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191

Phil Broderick (CRD# 1688752) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 33 years of experience in the finance industry.

5
Sarah A. Casey
CRD#: 1178717
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Sarah Casey (CRD# 1178717) 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.

6
William M. Courson
CRD#: 1266000
11921 Freedom Drive, Suite 1000, Reston, VA 20190

William Courson (CRD# 1266000) 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.

7
Gregorio T. Druehl
CRD#: 4316714
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Gregorio Druehl (CRD# 4316714) 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.

8
David C. Engler
CRD#: 4755145
11921 Freedom Drive, Suite 1000, Reston, VA 20190

David Engler (CRD# 4755145) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 19 years of experience in the finance industry.

9
Katherine A. Fincher
CRD#: 5985385
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 11 years of experience in the finance industry.

10
Claudelle Gehy
CRD#: 6574295
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Claudelle Gehy (CRD# 6574295) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 7 years of experience in the finance industry.

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