Caleb James Fry
Investment adviser representative at Mason Investment Advisory Services Inc
15 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
15 years in the industry.
- Mason Investment Advisory Services, inc.Aug 2023 to now
- Mason Securities, Inc.Aug 2023 to Oct 2025
- LPL Financial LLCMay 2022 to Aug 2023
- Water Street Financial LLCMay 2022 to Aug 2023
- Sterling Financial PartnersMar 2021 to Apr 2022
- Valmark Financial GroupJan 2021 to Mar 2021
- Long Road Risk ManagementMay 2020 to Jan 2021
- Full Time StudentMar 2020 to May 2020
- Yoder MasonryJan 2020 to Mar 2020
- Full Time StudentAug 2019 to Jan 2020
- The J.M. Smucker CompanyDec 2018 to Aug 2019
- Full Time StudentAug 2018 to Dec 2018
- Hoffman's Water X ScapesApr 2018 to Aug 2018
- Green Family YmcaFeb 2017 to Apr 2018
- Full Time StudentOct 2011 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7255070
- Firm CRD
- 111113