Colby Mank has been an investment adviser representative at Mason & Associates since June 2026, and is not listed among the firm’s executive officers or direct owners.
Mason & Associates, LLC is a Newport News, VA firm with $471M under management, 414 clients and 7 advisers across 8 offices, as of its August 2026 filing.
Colby Mank’s longest registration was 1 year at Penobscot Financial Advisors (2023–2025). Before joining Mason & Associates in 2026, Colby Mank was registered through Coppell Advisory Solutions LLC and Penobscot Financial Advisors.
- Coppell Advisory Solutions LLC– · under a yearCary, NC · Adviser representative · Firm CRD 156549
- Penobscot Financial Advisors– · 1 yearPortland, ME · Adviser representative · Firm CRD 286211
Investment adviser representative registrations
Colby Mank is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- North CarolinaSince 1 June 2026
- VirginiaSince 1 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Colby Jordan Mank
- CRD
- 7604867
- Firm
- Mason & Associates · CRD 307206
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Colby Mank work?
Colby Mank is an investment adviser representative registered through Mason & Associates, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Colby Mank a financial advisor?
Yes. Colby Mank has a current investment-adviser registration in North Carolina and Virginia, through Mason & Associates since June 2026.
How many years of experience does Colby Mank have?
Colby Mank has 2 years in the financial industry, since June 2024, across 3 adviser firms.
What exams has Colby Mank passed?
Colby Mank passed the Series 65 in July 2023.
Where did Colby Mank work before Mason & Associates?
Before Mason & Associates, Colby Mank was registered through Coppell Advisory Solutions LLC, March 2025 to August 2025; Penobscot Financial Advisors, August 2023 to February 2025.
Is Colby Mank registered with FINRA?
No. Colby Mank has no current broker registration.
How can I verify Colby Mank’s record?
Search CRD 7604867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colby Mank’s full registration record.
Thomas BlackburnMember, Vice President, Chief Compliance Officer, & Senior Financial Planner
John MasonMember, President, & Senior Financial Planner
Michael MasonMember, Chairman, & Senior Financial Planner- Barbara MasonChief Operations Officer
Kenneth MasonMember, Senior Financial Planner
Benjamin RaikesMember & Senior Financial Planner