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Peter Bryan Kokolus

Mason Investment Advisory Services Inc

Malvern, PA

Reston, VA

CRD 5838574

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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
PA RA APPROVED 2026-05-18
VA RA APPROVED 2026-05-18
  • PA RA
    APPROVED
    Since 2026-05-18
  • VA RA
    APPROVED
    Since 2026-05-18

Branch Locations

Malvern, PA • 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
The Vanguard Group, Inc. Malvern PA 06/2004 04/2026
Mason Investment Advisory Services, Inc. Reston VA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-11-12
  • S63 Uniform Securities Agent State Law Examination
    2010-11-12
Designations
  • Chartered Financial Analyst
Other Names
  • Peter B Kokolus

View on SEC IAPD

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