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
Thomas Pudner (CRD# 4606557) 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. Thomas Pudner 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.
Eric Rife (CRD# 6357458) 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.
Christopher Schreiner (CRD# 3154419) 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. Christopher Schreiner 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.
Daniel Corno (CRD# 5968662) 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. Daniel 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.
William Dwenger (CRD# 4989168) 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. William Dwenger 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.
Mark Haynes (CRD# 4408607) 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. Mark Haynes 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.
Randon Tagg (CRD# 6952944) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 4 years of experience in the finance industry.