Caleb
Fry
Mason Investment Advisory Services Inc
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About this Advisor
Caleb Fry is a financial advisor based in Reston, Virginia, working with Mason Investment Advisory Services Inc. Caleb has previously held positions at Full Time Student, Green Family Ymca, Hoffman'S Water X Scapes, The J.M. Smucker Company, Yoder Masonry, Long Road Risk Management, Valmark Financial Group, Sterling Financial Partners, Lpl Financial LLC, Water Street Financial LLC, Mason Investment Advisory Services, Inc, and Mason Securities, Inc. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Caleb is part of Mason Investment Advisory Services Inc, which operates out of Reston, Virginia. The firm has 79 employees and manages assets totaling $12.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Mason Investment Advisory Services Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mason Investment Advisory Services Inc Brokerage Details
$12,155,269,613
79
1,027
$11,835,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Caleb Fry Work History
Mason Investment Advisory Services, Inc
Mason Securities, Inc
Lpl Financial LLC
Water Street Financial LLC
Valmark Financial Group
Sterling Financial Partners
Yoder Masonry
Full Time Student
Long Road Risk Management
Full Time Student
Hoffman'S Water X Scapes
Full Time Student
The J.M. Smucker Company
Green Family Ymca
Full Time Student
Disclosures
Please visit the SEC profile of Caleb Fry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mason Investment Advisory Services Inc
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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