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Barbara Michelini Joyce

Mason Investment Advisory Services Inc

Palatine, IL

Reston, VA

CRD 2584607

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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:

Current Employers
Mason Investment Advisory Services Inc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2015-03-23
  • VA RA
    APPROVED
    Since 2015-03-23

Branch Locations

Palatine, IL • United States

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
Mason Securities, Inc. Reston VA 02/2000 Present
Mason Investment Advisory Svcs Reston VA 02/2000 Present
  • 02/2000 → Present
    Mason Securities, Inc.
    Reston, VA
  • 02/2000 → Present
    Mason Investment Advisory Svcs
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-21
S63 Uniform Securities Agent State Law Examination 1995-02-27
  • S65 Uniform Investment Adviser Law Examination
    1998-09-21
  • S63 Uniform Securities Agent State Law Examination
    1995-02-27
Designations
  • Certified Financial Planner
Other Names
  • Barbara A Michelini

View on SEC IAPD

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