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William Noyes Mason

Mason Investment Advisory Services Inc.

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About William Noyes Mason

William Mason is an investment advisor representative with Mason Investment Advisory Services Inc. William has been in the industry since 1967 and has experience with Mason Securities, Inc. and Finalco Capital Corp. William is registered with several states and has a Series 63, Series 24, and Series 1 license. Mason Investment Advisory Services Inc. provides financial planning, selection of other advisors, and portfolio management for businesses and individuals. They have a total of 1027 client accounts with approximately $12,155,269,613 under management.

Firm Information

William Mason 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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William Mason’s Registration & Firm History

VA

05/17/1991 - Present

Mason Investment Advisory Services Inc. (RESTON VA)

VA

11/15/1982 - 03/17/2014

MASON SECURITIES, INC. (RESTON VA)

NA

10/25/1982 - 11/30/1982

FINALCO CAPITAL CORP.

NA

10/16/1967 - 06/05/1982

CG EQUITY SALES COMPANY

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Licenses & Designations

BC

Issued 11/30/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1982

Series 24 - General Securities Principal Examination

BC

Issued 09/19/1967

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Noyes Mason.
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