Allison Lori berlenbach Gormier
Investment adviser representative at Mason Investment Advisory Services Inc
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Mason Investment Advisory Services, Inc.Jul 2008 to now
- Mason Securities, Inc.Jul 2008 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (VA).
Mason Investment Advisory Services Inc
$15.7BAssets managed
1,147Clients
30Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4980185
- Firm CRD
- 111113