Claim Profile
CS

Christopher Lee Schreiner

MASON INVESTMENT ADVISORY SERVICES INC·RESTON, Virginia
Unclaimed Profile
11921 FREEDOM DRIVE, RESTON, VA 20190CRD# 3154419Firm CRD# 111113
01

About

Christopher Lee Schreiner is a registered financial advisor based in RESTON, Virginia, affiliated with MASON INVESTMENT ADVISORY SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MASON INVESTMENT ADVISORY SERVICES INC
MASON INVESTMENT ADVISORY SERVICES INC
AUM
$12.2B
Regulatory assets under management
Employees
79
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3154419
Firm CRD# 111113
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RESTON?

Browse all registered financial advisors in RESTON, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher Lee Schreiner offer?
Christopher Lee Schreiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Christopher Lee Schreiner's credentials?
Christopher Lee Schreiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Lee Schreiner located?
Christopher Lee Schreiner is based in RESTON, Virginia, working with MASON INVESTMENT ADVISORY SERVICES INC. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Christopher Lee Schreiner charge for services?
Christopher Lee Schreiner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASON INVESTMENT ADVISORY SERVICES INC?
MASON INVESTMENT ADVISORY SERVICES INC has approximately 79 employees and manages $12.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty