Thomas Rolfe Pudner

Employer firm

Mason Investment Advisory Services Inc CRD 111113

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Mason Investment Advisory Services, Inc.
  Reston, VA

Previous Registrations

• 2005-01-04 → 2006-04-11
  Freed Advisors
  Chevy Chase, MD
• 2003-01-08 → 2004-11-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2003-01-03

Designations

• Certified Financial Planner

Other Names

• Thomas Pudner