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Sarah E Baker

Mason Investment Advisory Services Inc.

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About Sarah E Baker

Sarah Baker is a financial advisor with Mason Investment Advisory Services Inc., a registered investment advisor firm with a strong reputation for providing comprehensive financial planning and investment management services to individuals, corporations, and charitable organizations. With over 15 years of experience in the industry, Sarah holds the Series 6, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation. She is dedicated to developing customized financial strategies tailored to meet each client's unique needs and goals.

Firm Information

Sarah Baker 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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Sarah Baker’s Registration & Firm History

VA

04/26/2021 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

NC

10/15/2004 - 07/11/2006

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah E Baker.
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