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Caleb James Fry

Mason Investment Advisory Services Inc.

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About Caleb James Fry

Caleb James Fry is an investment advisor representative associated with Mason Investment Advisory Services Inc. Caleb has been in the industry for 2 years and has been registered with FINRA as well as in the state of Virginia. Caleb obtained his Series 7TO, Series 66, and SIE licenses. Caleb earned a Certified Financial Planner designation. Caleb's previous experience includes working at LPL Financial LLC and Valmark Securities, Inc. The firm offers various advisory services, including financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Caleb Fry is currently registered with Mason Investment Advisory Services Inc.. Mason Investment Advisory Services Inc. is an investment advisory firm located in RESTON, VA. They provide financial planning, portfolio management for individuals, businesses, and selection of other advisors. The firm has 36 investment advisory professionals and manages over $12 billion in regulatory assets under management. Mason Investment Advisory Services Inc. primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Mason Investment Advisory Services Inc.

11921 FREEDOM DRIVE

RESTON, VA 20190

$12.16B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Fry’s Registration & Firm History

VA

08/29/2023 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

VA

05/03/2022 - 08/22/2023

LPL FINANCIAL LLC (WINCHESTER VA)

VA

11/20/2021 - 04/11/2022

VALMARK SECURITIES, INC. (ASHBURN VA)

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Licenses & Designations

BOTH

Issued 02/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caleb James Fry.
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