Role at Mason Investment Advisory Services
- Title on Schedule A
- President; Co-chief Executive Officer
- Control
- Scott George is a control person of Mason Investment Advisory Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Scott George has held the filed President role since 2014-02-01 and Co-chief Executive Officer role since 2024-01-01.
The firm
Form ADV filed 27 March 2026
Career on record
Scott George has been registered through Mason Investment Advisory Services since January 1999.
- Passed Series 52TO · 2023
- Passed SIE · 2018
- – present · 28 yearsReston, VA · Adviser representative · Firm CRD 111113
- Passed Series 53 · 1994
- Passed Series 65 · 1993
- Passed Series 24 · 1989
- Passed Series 7 and Series 63 · 1985
Registrations and exams
Scott George has a current investment-adviser registration in Virginia and has passed 7 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Virginia | Investment adviser representative | Approved | 21 January 1999 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1985 |
| Series 53 | Municipal Securities Principal Examination | 10 August 1994 |
| Series 24 | General Securities Principal Examination | 12 May 1989 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 17 August 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Scott Stanley George
- CRD
- 1399567
- 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
Mason identifies Scott S. George as Co-Chief Executive Officer, Co-Chief Investment Officer and President. He joined Mason in April 1988. He holds an MBA with a concentration in Finance and Investments and a BBA with a concentration in Accounting, both from George Washington University. Official firm biography
Common questions
Where does Scott George work?
Scott George is President; Co-chief Executive Officer of Mason Investment Advisory Services Inc, and is a control person of the firm.
Is Scott George a financial advisor?
Yes. Scott George has a current investment-adviser registration in Virginia, through Mason Investment Advisory Services since January 1999, as of 17 October 2026.
How many years of experience does Scott George have?
Scott George has worked in the financial industry for 40 years as of 17 October 2026, counted from 21 October 1985, across 1 adviser firm.
What exams has Scott George passed?
Scott George has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 65, Series 53, SIE and Series 52TO. The earliest, the Series 7, was passed in August 1985.
Where is Scott George based?
Scott George’s registered office is in Reston, VA.
Leadership at Mason Investment Advisory Services
- Christopher SchreinerCo-Chief Executive Officer
- George GouinChief Operating Officer
- John DelaneyChief Compliance Officer
- William MasonChairman