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RIA / WealthAdvisorCertified Financial Planner19 years in industry

Shayna Amalie Lebowitz

Advisor at MASON INVESTMENT ADVISORY SERVICES INC

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1d182fd-8ed7-9c4c-d495-55f76fd34f07

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MASON INVESTMENT ADVISORY SERVICES INC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 22, 2007
First registration: Mar 5, 2008
Dual registered: no
IAPD individual key: 4886642

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MASON INVESTMENT ADVISORY SERVICES INC	Mixed wealth	Sep 19, 2023	n/a	yes	RESTON, VA	Current employment
CREATIVE PLANNING	Independent wealth	Apr 19, 2021	Jun 6, 2022	no	McLean, VA\|OVERLAND PARK, KS	Previous registration
SBSB FINANCIAL ADVISORS	Former SEC adviser	Oct 25, 2016	Apr 13, 2021	no	MCLEAN, VA	Previous registration
SAVANT WEALTH MANAGEMENT	Independent wealth	Jun 30, 2012	Oct 10, 2016	no	MCLEAN, VA\|ROCKFORD, IL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Mar 5, 2008	Aug 5, 2008	no	ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING	MASON INVESTMENT ADVISORY SERVICES INC	Jun 6, 2022	Sep 19, 2023	470	Firm change after gap	RIA to RIA
SBSB FINANCIAL ADVISORS	CREATIVE PLANNING	Apr 13, 2021	Apr 19, 2021	6	Firm change	RIA to RIA
SAVANT WEALTH MANAGEMENT	SBSB FINANCIAL ADVISORS	Oct 10, 2016	Oct 25, 2016	15	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	SAVANT WEALTH MANAGEMENT	Aug 5, 2008	Jun 30, 2012	1,425	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109732:105348:VA:2021-04-13	Apr 13, 2021	Apr 19, 2021	MCLEAN, VA	Firm change

Relationships

Registered with (5)

→ MASON INVESTMENT ADVISORY SERVICES INCRegistered adviserregistration: current employment
Sep 19, 2023 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Apr 19, 2021 to Jun 6, 2022factForm ADV
→ SBSB FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 25, 2016 to Apr 13, 2021factForm ADV
→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 30, 2012 to Oct 10, 2016factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 5, 2008 to Aug 5, 2008factForm ADV

Dated events

Occurred
Jun 6, 2022
Advisor changed firm
Shayna Amalie Lebowitz left Creative Planning for Mason Investment Advisory Services Inc (registered 2023-09-19)
Form ADVobserved 5 days ago