Best Investors Account Sign in
Inactive

Sarah Ann Casey

Mason Investment Advisory Services Inc

Reston, VA

Claim This Profile
Current Employers
Mason Investment Advisory Services Inc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-03-01
CA RA APPROVED 2024-01-04
OH RA APPROVED 2024-01-04
TX RA APPROVED 2024-01-04
MI RA APPROVED 2010-05-14
IL RA APPROVED 2003-12-05
VA RA APPROVED 2002-01-08
  • FL RA
    APPROVED
    Since 2024-03-01
  • CA RA
    APPROVED
    Since 2024-01-04
  • OH RA
    APPROVED
    Since 2024-01-04
  • TX RA
    APPROVED
    Since 2024-01-04
  • MI RA
    APPROVED
    Since 2010-05-14
  • IL RA
    APPROVED
    Since 2003-12-05
  • VA RA
    APPROVED
    Since 2002-01-08

Branch Locations

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 Investment Advisory Services Reston VA 05/2001 Present
Mason Securities, Inc. Reston VA 08/2001 10/2025
  • 05/2001 → Present
    Mason Investment Advisory Services
    Reston, VA
  • 08/2001 → 10/2025
    Mason Securities, Inc.
    Reston, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-31
S63 Uniform Securities Agent State Law Examination 1992-05-18
  • S65 Uniform Investment Adviser Law Examination
    2001-08-31
  • S63 Uniform Securities Agent State Law Examination
    1992-05-18
Designations

View on SEC IAPD

Other Firms

STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS
MODERN WEALTH MANAGEMENT, LLC

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor