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Shayna Amalie Lebowitz

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-19
  • VA RA
    APPROVED
    Since 2023-09-19

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savant Capital Management Rockford IL 06/2012 10/2016
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 10/2016 04/2021
Creative Planning, Llc. Overland Park KS 04/2021 06/2022
Mason Investment Advisory Services, Inc. Reston VA 04/2023 Present
Unemployed Falls Church VA 06/2022 02/2023
Mason Associates, Inc. Reston VA 02/2023 04/2023
  • 06/2012 → 10/2016
    Savant Capital Management
    Rockford, IL
  • 10/2016 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 04/2021 → 06/2022
    Creative Planning, Llc.
    Overland Park, KS
  • 04/2023 → Present
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 06/2022 → 02/2023
    Unemployed
    Falls Church, VA
  • 02/2023 → 04/2023
    Mason Associates, Inc.
    Reston, VA
Previous Registrations
  • 2021-04-19 → 2022-06-06
    Creative Planning
    Mclean, VA
    Overland Park, KS
  • 2016-10-25 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
  • 2012-06-30 → 2016-10-10
    Savant Wealth Management
    Mclean, VA
    Rockford, IL
  • 2008-03-05 → 2008-08-05
    Raymond James Financial Services, Inc.
    Arlington, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-22
  • S63 Uniform Securities Agent State Law Examination
    2007-08-22
Designations

View on SEC IAPD

Other Firms

STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK
GREGORIO TORRES DRUEHL

Other Offices

STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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