AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
WT

William C. Thorpe

MASON SECURITIES
Reston, VA 20190
Some features on this profile are disabled
CRD#: 4562316
WT

Professional summary


William C Thorpe, who also goes by William Christopher Thorpe, William Thorpe, is a registered financial professional currently at MASON SECURITIES, INC. located in Reston, Virginia.

William is registered as a RR (Registered Representative) and started their career in finance in 2002. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Christopher Thorpe | William Thorpe

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) - BD


Click below to view William C Thorpe'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

December 8, 2003 - Present

MASON SECURITIES, INC.

Office #1: 11921 Freedom Drive Suite 1000, Reston, VA 20190
BD
CRD#: 12967
Reston, VA
Past

September 30, 2002 - November 12, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ROCKVILLE, MD
Past

September 11, 2002 - November 12, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


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

RR
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

RR
Virginia
(12/8/2003)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MASON SECURITIES, INC.
MASON SECURITIES, INC.

CRD#: 12967 / SEC#: , 8-28378

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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
11921 Freedom Drive Suite 1000, Reston, VA 20190
Phone number
(703) 716-6000
Established
Delaware since 07/09/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MASON INTERNATIONAL, INC.SHAREHOLDER
DELANEY, JOHN MURPHYCHIEF COMPLIANCE OFFICER6877307
GEORGE, SCOTT STANLEYPRESIDENT, TREASURER AND DIRECTOR1399567
MASON, WILLIAM NOYES IIIDIRECTOR, VICE-PRESIDENT, AND CHAIRMAN OF THE BOARD322341
SCHREINER, CHRISTOPHER LEECHIEF OPERATING OFFICER3154419

Disclosures


Regulatory Event2

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 SECURITIES, INC.

CRD#: 12967Reston, VA 20190

TRUST BUT VERIFY

Monitor William Thorpe

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics