Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. (CRD# 111113) is a financial advisory firm headquartered in Reston, VA. They manage $12,155,269,613 in 1,027 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,155
    MILLION
  • Total Number of Accounts
    1,027
    ACCOUNTS
  • Average Account Value
    $11,835,706
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 21 - 29 of 29 top financial advisors.
21
Eric C. Rife
CRD#: 6357458
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Eric Rife (CRD# 6357458) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 8 years of experience in the finance industry.

22
Christopher L. Schreiner
CRD#: 3154419
11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191

Christopher Schreiner (CRD# 3154419) 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.

23
Keenan M. Bailey
CRD#: 7638489
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Keenan Bailey (CRD# 7638489) 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.

24
Daniel R. Corno
CRD#: 5968662
11921 Freedom Drive, Suite 1000, Reston, VA 20190

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.

25
William J. Dwenger
CRD#: 4989168
11921 Freedom Drive, Suite 1000, Reston, VA 20190

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.

26
Mark A. Haynes
CRD#: 4408607
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Mark Haynes (CRD# 4408607) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 16 years of experience in the finance industry.

27
Derek Lesnak
CRD#: 6856236
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Derek Lesnak (CRD# 6856236) 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.

28
Randon B. Tagg
CRD#: 6952944
11921 Freedom Drive, Suite 1000, Reston, VA 20190

Randon Tagg (CRD# 6952944) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 5 years of experience in the finance industry.

29
Matthew D. Williamson
CRD#: 7710461
11921 Freedom Drive, Suite 1000, Reston, VA 20190

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.

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