Role at Mason Investment Advisory Services
- Title on Schedule A
- Co-Chief Executive Officer
- Control
- Christopher Schreiner is a control person of Mason Investment Advisory Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Christopher Schreiner has held the filed role since January 2024.
The firm
Form ADV filed 27 March 2026
Career on record
Christopher Schreiner has been registered through Mason Investment Advisory Services since January 2001.
- Passed SIE · 2018
- Passed Series 24 · 2009
- Passed Series 7 and Series 63 · 2001
- – present · 26 yearsReston, VA · Adviser representative · Firm CRD 111113
- Passed Series 65 · 1999
Registrations and exams
Christopher Schreiner has a current investment-adviser registration in Texas and Virginia and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Texas | Investment adviser representative | Approved, resident | 7 June 2001 |
| Virginia | Investment adviser representative | Approved | 1 January 2001 |
- Scope
- Investment adviser representative
- Status
- Approved, resident
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 1999 |
| Series 24 | General Securities Principal Examination | 2 September 2009 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 4 January 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Christopher Lee Schreiner
- CRD
- 3154419
- Registration status
- Investment adviser registration
- Office
- 11130 SUNRISE VALLEY DRIVE, SUITE 200, Reston, VA 20191
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Chris Schreiner is Co-Chief Executive Officer at Mason and joined in February 2000. His biography lists prior work at PricewaterhouseCoopers and Deloitte & Touche and identifies a Master of Science with a concentration in Tax and a Bachelor of Science with a concentration in Accounting, both from the University of Virginia. Official firm biography
Common questions
Where does Christopher Schreiner work?
Christopher Schreiner has been Co-Chief Executive Officer of Mason Investment Advisory Services Inc since January 2024, and is a control person of the firm.
Is Christopher Schreiner a financial advisor?
Yes. Christopher Schreiner has a current investment-adviser registration in Texas and Virginia, through Mason Investment Advisory Services since January 2001, as of 17 October 2026.
How many years of experience does Christopher Schreiner have?
Christopher Schreiner has worked in the financial industry for 25 years as of 17 October 2026, counted from 1 January 2001, across 1 adviser firm.
What exams has Christopher Schreiner passed?
Christopher Schreiner has passed 5 licensing exams: the Series 65, Series 7, Series 63, Series 24 and SIE. The earliest, the Series 65, was passed in February 1999.
Where is Christopher Schreiner based?
Christopher Schreiner’s registered office is in Reston, VA.
Leadership at Mason Investment Advisory Services
- Scott GeorgeCo-Chief Executive Officer
- Scott GeorgePresident
- George GouinChief Operating Officer
- John DelaneyChief Compliance Officer
- William MasonChairman