Unclaimed Profile

William Noyes Mason

MASON INVESTMENT ADVISORY SERVICES INC·RESTON, Virginia

Series 1, Series 24, Series 63Clean record35 years registeredMASON INVESTMENT ADVISORY SERVICES INC

11921 FREEDOM DRIVE, RESTON, VA 20190CRD# 322341Firm CRD# 111113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Noyes Mason · RESTON, VA

Registration

CRD #322341 · MASON INVESTMENT ADVISORY SERVICES INC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MASON INVESTMENT ADVISORY SERVICES INC

MASON INVESTMENT ADVISORY SERVICES INC

May 1991 – Dec 2024

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · May 17, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASON INVESTMENT ADVISORY SERVICES INC

CRD 111113 · SEC 801-18054

AUM

$12.2B

Regulatory assets under management

Employees

1,027 client accounts

Services offered by MASON INVESTMENT ADVISORY SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASON INVESTMENT ADVISORY SERVICES INC →

Introduction

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Frequently Asked Questions

What services does William Noyes Mason offer?

William Noyes Mason specializes in Financial Planning, Investment Management, Wealth Management.

What are William Noyes Mason's credentials?

William Noyes Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Noyes Mason located?

William Noyes Mason is based in RESTON, Virginia, last registered with MASON INVESTMENT ADVISORY SERVICES INC.

How does William Noyes Mason charge for services?

William Noyes Mason'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.

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