Mason Investment Advisory Services
Search
Close this search box.
Linkedin Fontello-customx-twitter
Mason Investment Advisory Services

Category: Policy

Pershing Client Portal

You are about to leave the website of Mason Investment Advisory Services and view the content of an external website. Mason Investment Advisory Services cannot be held responsible for the […]

Charles Schwab Client Portal

You are about to leave the website of Mason Investment Advisory Services and view the content of an external website. Mason Investment Advisory Services cannot be held responsible for the […]

Business Continuity Notice

Mason has developed a business continuity plan to provide our customers with an overview of our business continuity and disaster recovery plans, including a description of the policies and procedures […]

Mason Securities Customer Relationship Summary

November 9, 2022 Introduction Mason Securities, Inc. (MSI) is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as a broker‐dealer. Brokerage fees differ […]

Mason Advisor Services Customer Relationship Summary

June 2022 Introduction Mason Securities, Inc. (MSI) is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as a broker‐dealer. Brokerage fees differ between […]

Website Privacy Policy

Mason* does not collect any personal information from you through this website, except for information voluntarily submitted by you to us. Unless required by law, expressly authorized by you or […]

Stay Informed
& Subscribe Today

Subscribe to the Mason mailing list to stay informed and receive our monthly newsletter.

Name
Mason Investment Advisory Services
Linkedin Fontello-customx-twitter Envelope

Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000
Reston, VA. 20190

info@masoncompanies.com

(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

San Francisco Bay Area Communications:

info@masoncompanies.com

(925) 365-1603 (Phone)

(925) 365-1756 (Fax)

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. (“MIAS”). MIAS is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org). Registration does not imply a certain level of skill or training.

The information in this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where MIAS is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. We do not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use. All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc. 

All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing.  

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

Mason Investment Advisory Services, Inc.’s Form ADV Part 2A

Mason Investment Advisory Services, Inc.’s Business Continuity Notice

Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

Mason Investment Advisory Services, Inc.’s Privacy Policy

Mason Securities, Inc.’s Customer Relationship Summary

© Copyright 2024 Mason Investment Advisory Services, Inc. All Rights Reserved. 

Mason Investment Advisory Services
Linkedin Fontello-customx-twitter Envelope