Capitol Securities Management
46yrs
Top advisor by experience in Reston
25yrs
David Gilbert
Full name on record: David Robert Gilbert
Financial advisor at Mason Investment Advisory Services
David Gilbert is a fiduciary financial advisor in Reston, Virginia, with 25 years in the industry. David joined Mason Investment Advisory Services in 2002, a firm offering financial planning, investment management, and selecting outside investment managers. David holds the CFP® designation.
One of 378 advisors with offices in Reston, and one of 361 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 23% by experience at Mason Investment Advisory Services
Office11130 Sunrise Valley Drive Suite 200, Reston, VA 20191
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$6.55 million
Advisors at the firm30
States licensed ?2 states
Services through Mason Investment Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2002 – nowMason Investment Advisory Services Inc.Current firm
Contact David
(703) 716-6000Mason Investment Advisory Services main office 11130 Sunrise Valley Drive Suite 200Reston, VA 20191Office · Get directions Firm websitewww.masoncompanies.com
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Mason Investment Advisory Services at (703) 716-6000 and ask for David Gilbert. David works from the Reston, VA office.
How long has David been a financial advisor?
David has been in the industry since 2001, about 25 years. Top 23% by experience at Mason Investment Advisory Services.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Mason Investment Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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