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Derek Lesnak

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-03-20
  • VA RA
    APPROVED
    Since 2024-03-20

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, Inc. Reston VA 04/2023 Present
Pathstone Alexandria VA 08/2022 04/2023
Dyson Capital Advisors Alexandria VA 08/2021 08/2022
Cambridge Associates Arlington VA 08/2018 08/2021
College Pittsburgh PA 04/2013 08/2018
  • 04/2023 → Present
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 08/2022 → 04/2023
    Pathstone
    Alexandria, VA
  • 08/2021 → 08/2022
    Dyson Capital Advisors
    Alexandria, VA
  • 08/2018 → 08/2021
    Cambridge Associates
    Arlington, VA
  • 04/2013 → 08/2018
    College
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20
Designations

View on SEC IAPD

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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
GREGORIO TORRES DRUEHL

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

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