Caleb James Fry
Investment Adviser Representative at Mason Investment Advisory Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caleb James Fry is an investment adviser representative with Mason Investment Advisory Services Inc in Reston, VA, where they have been registered since 2023. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Water Street Financial LLC and Valmark Advisers, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 25
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Full Time StudentOct 2011 – Feb 2017Uniontown, OH
- Green Family YMCAFeb 2017 – Apr 2018Uniontown, OH
- Hoffman's Water X ScapesApr 2018 – Aug 2018Uniontown, OH
- Full Time StudentAug 2018 – Dec 2018Akron, OH
- The J.M. Smucker CompanyDec 2018 – Aug 2019Orrville, OH
- Yoder MasonryJan 2020 – Mar 2020Uniontown, OH
- Full Time StudentMar 2020 – May 2020Akron, OH
- Long Road Risk ManagementMay 2020 – Jan 2021Fairlawn, OH
- Valmark Financial GroupJan 2021 – Mar 2021Fairlawn, OH
- Sterling Financial PartnersMar 2021 – Apr 2022Ashburn, VA
- Full Time StudentAug 2019 – Jan 2020Akron, OH
- LPL Financial LLCMay 2022 – Aug 2023Winchester, VA
- Water Street Financial LLCMay 2022 – Aug 2023Winchester, VA
- Mason Investment Advisory Services, inc.Aug 2023 – no end date reportedReston, VA
- Mason Securities, Inc.Aug 2023 – Oct 2025Reston, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mason Investment Advisory Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private client financial planning and investment management; institutional consulting and OCIO (Outsourced Chief Investment Officer) services.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Reston, VA
- SEC file number:
- 801-18054
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Mason Investment Advisory Services Inc
Showing 12 of 32 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caleb James Fry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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