Scott S. George

MASON INVESTMENT ADVISORY SERVICES

RESTON, VA 20191

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CRD#: 1399567

Professional summary

Scott Stanley George is a registered financial advisor currently at MASON INVESTMENT ADVISORY SERVICES INC located in Reston, Virginia and MASON SECURITIES, INC. located in Reston, Virginia.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Scott has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Stanley George's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 21, 1999 - Present

MASON INVESTMENT ADVISORY SERVICES INC

Office #1: 11130 Sunrise Valley Drive Suite 200, Reston, VA 20191

RIA

CRD#: 111113

RESTON, VA

Current

July 1, 1988 - Present

MASON SECURITIES, INC.

Office #1: 11921 Freedom Drive Suite 1000, Reston, VA 20190Office #2: 11130 Sunrise Valley Drive Suite 200, Reston, VA 20191

CRD#: 12967

Reston, VA

Past

April 17, 1986 - April 28, 1988

WORLD INVEST CORPORATION

CRD#: 17223

Past

January 2, 1986 - April 18, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

Past

August 20, 1985 - January 6, 1986

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113 / SEC#: 801-18054

RIA

Registered Investment Advisory firm - (12/20/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Virginia
(7/6/1988)

IAR

Virginia
(1/21/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/10/1994

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/12/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113 / SEC#: 801-18054

RIA

Registered Investment Advisory firm - (12/20/1982 Approved)

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Contact information

Main Address

11921 Freedom Drive Suite 1000, Reston, VA 20190

Mailing Address

Phone number

(703) 716-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,110
AUM (Assets Under Management)	$ 13,204,245,927

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott S. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Stanley George's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASON SECURITIES, INC.

WORLD INVEST CORPORATION

FSC SECURITIES CORPORATION

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

MASON INVESTMENT ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/1993

Series 63

Date: 9/10/1985

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/17/1985

Series 53

Date: 8/10/1994

Series 24

Date: 5/12/1989

FINRA

Current Firm

MASON INVESTMENT ADVISORY SERVICES INC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASON INVESTMENT ADVISORY SERVICES INC

TRUST BUT VERIFY

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