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William Mason

Chairman at Mason Investment Advisory Services

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

William Mason is Chairman of Mason Investment Advisory Services Inc, a Reston investment adviser managing $15.7B. William Mason has past investment-adviser registrations through 1 firm and has passed the Series 1, Series 24 and Series 63.

Role at Mason Investment Advisory Services

Title on Schedule A
Chairman
Control
William Mason is a control person of Mason Investment Advisory Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Mason has held the filed role since July 1982.

The firm

Mason Investment Advisory Services Inc
Reston, VA

Form ADV filed 27 March 2026

$15.7B AUM1,147 clients32 advisers1 offices

Career on record

Firms and exams, newest first
  1. Mason Investment Advisory Services Inc
    – · 34 years
    Reston, VA · Adviser representative · Firm CRD 111113
  2. Passed Series 24 and Series 63 · 1982
  3. Passed Series 1 · 1967

Registrations and exams

No current adviser or broker registration. William Mason has passed 3 qualifying exams.

Examinations

Series 6330 November 1982
Name
Uniform Securities Agent State Law Examination
Series 2420 May 1982
Name
General Securities Principal Examination
Series 119 September 1967
Name
Registered Representative Examination

Individual record

Full name
William Noyes Mason
CRD
322341
Firm
Mason Investment Advisory Services Inc
Registration status
No current adviser or broker registration

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

Common questions

Where does William Mason work?

William Mason has been Chairman of Mason Investment Advisory Services Inc since July 1982, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 March 2026

Does William Mason have a current investment-adviser registration?

William Mason has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has William Mason passed?

William Mason has passed 3 licensing exams: the Series 1, Series 24 and Series 63. The earliest, the Series 1, was passed in September 1967.

Source: IAPD individual record, checked 17 October 2026

Where was William Mason previously registered as an investment adviser?

William Mason has past investment-adviser registrations through Mason Investment Advisory Services Inc, May 1991 to December 2024, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Mason Investment Advisory Services

Sources

  1. IAPD individual record, CRD 322341. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Mason Investment Advisory Services Inc, filed 27 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Mason or Mason Investment Advisory Services Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.