Allison Lori Berlenbach Gormier

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

• 07/2008 → 10/2025
  Mason Securities, Inc.
  Reston, VA
• 07/2008 → Present
  Mason Investment Advisory Services, Inc.
  Reston, VA

Previous Registrations

• 2005-10-04 → 2008-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
  Vienna, VA

Exams

• S66 Uniform Combined State Law Examination
  2005-10-03

Designations

• Certified Financial Planner

Other Names

• Allison A Clark
• Allison Lori Clark