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 34 states (or territories).
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Total Assets Under Management10,094MILLION
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Total Number of Accounts827ACCOUNTS
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Average Account Value$12,206,138
- 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)
AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Sarah Baker (CRD# 4862512) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 18 years of experience in the finance industry. Sarah Baker 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.
Richard Baldwin (CRD# 2796918) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 25 years of experience in the finance industry.
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. 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.
Phil Broderick (CRD# 1688752) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 32 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.
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. 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.
William Courson (CRD# 1266000) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 30 years of experience in the finance industry.
Gregorio Druehl (CRD# 4316714) 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.
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. 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.
Katherine Fincher (CRD# 5985385) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 10 years of experience in the finance industry. Katherine Fincher 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.
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.