Sarah Grace Avery
Investment adviser representative at Mason Investment Advisory Services Inc
11 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
11 years in the industry.
- Mason Investment Advisory Services, Inc.Jul 2025 to now
- Mason Investment Advisory Services, Inc.Jun 2024 to Jul 2024
- James Madison UniversityAug 2021 to May 2025
- Lake Braddock Secondary SchoolAug 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8292676
- Firm CRD
- 111113