Loizos Sergios Kapnisi
Investment adviser representative at Mason Investment Advisory Services Inc
10 yearsExperience
1 stateRegistered in
$15.7BFirm assets
43 yearsFirm in business
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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
10 years in the industry.
- Mason Investment Advisory Services, Inc.Aug 2022 to now
- Mason Securities, IncAug 2022 to Oct 2025
- TIAASep 2015 to Aug 2022
- TIAA-CREF Individual & Institutional Services, LLCSep 2015 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 5817380
- Firm CRD
- 111113