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Mason Investment Advisory Services Inc CRD 111113
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2004-01-02 |
| CT | RA | APPROVED | 2002-01-02 |
| VA | RA | APPROVED | 2001-01-09 |
Branch Locations
11130 Sunrise Valley Drive Suite 200, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mason Securities, Inc. | Reston | VA | 09/1999 | 10/2025 |
| Mason Investment Advisory Services, Inc. | Reston | VA | 09/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
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