Shayna Amalie Lebowitz

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

• 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

• S63 Uniform Securities Agent State Law Examination
  2007-08-22

Designations

• Certified Financial Planner