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DO

David W. Odiorne

MASON INVESTMENT ADVISORY SERVICES
RESTON, VA 20191
Some features on this profile are disabled
CRD#: 1893820
DO

Professional summary

David Walter Odiorne III, CFP®, who also goes by David Walter Odiorne, is a registered financial advisor currently at MASON INVESTMENT ADVISORY SERVICES INC located in Reston, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Walter Odiorne

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 David Walter Odiorne III'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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

January 9, 2001 - Present

MASON INVESTMENT ADVISORY SERVICES INC

Office #1: 11130 Sunrise Valley Drive Suite 200, Reston, VA 20191
RIA
CRD#: 111113
RESTON, VA
Past

October 8, 1999 - November 10, 2025

MASON SECURITIES, INC.

BD
CRD#: 12967
RESTON, VA
Past

November 12, 1994 - April 8, 1996

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 12, 1994 - April 8, 1996

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

February 17, 1989 - January 29, 1991

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
MI
MASON INVESTMENT ADVISORY SERVICES INC
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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/2/2002)
IAR
Florida
(1/18/2002)
IAR
Illinois
(8/1/2006)
IAR
Texas
(1/2/2004)
IAR
Virginia
(1/9/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/18/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/16/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/12/1995
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

MI
MASON INVESTMENT ADVISORY SERVICES INC
MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113 / SEC#: 801-18054

RIA
Registered Investment Advisory firm - (12/20/1982 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
71

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A JANUARY 2026 (1/14/2026)

Regulatory assets under management

Total Number of Accounts1,110
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.

Company Information

MASON INVESTMENT ADVISORY SERVICES INC

CRD#: 111113Reston, VA 20191

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