Stefan Nicholas Patchan

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

• 06/2022 → Present
  Mason Investment Advisory Services, Inc.
  Reston, VA
• 09/2021 → 06/2022
  Unemployed
  Arlington, VA
• 05/2018 → 09/2021
  Tfc Consulting, Inc.
  Rockville, MD
• 09/2017 → 05/2018
  Virginia Tech
  Blacksburg, VA
• 05/2017 → 09/2017
  Dunkin Doughnuts
  Rockville, MD
• 09/2016 → 05/2017
  Virginia Tech University
  Blacksburg, VA
• 05/2016 → 09/2016
  Dunkin Donuts
  Rockville, MD

Designations

• Chartered Financial Analyst