Daniel Lattarulo, financial advisor Washington DC

Daniel Lattarulo

CRD Number: 6187703
Current Firm: Missionsquare Retirement

Daniel Lattarulo (CRD# 6187703) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Missionsquare Investment Services Washington, DC May 2023 - Current < 1
Missionsquare Retirement Washington, DC May 2023 - Current < 1
Bank Of America, N.a. Norfolk, VA Dec 2021 - May 2023 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk, VA Jul 2020 - May 2023 2
Suntrust Investment Services, Inc. Norfolk, VA Jun 2018 - Jul 2020 2
Suntrust Advisory Services, Inc. Atlanta, GA Jun 2018 - Jul 2020 2
Morgan Stanley Virginia Beach, VA Jul 2017 - May 2018 < 1
Morgan Stanley Private Bank, National Association New York, NY Jul 2017 - May 2018 < 1
Tull Financial Group Inc. Chesapeake, VA Mar 2016 - May 2017 1
Ubs Financial Services Inc. Norfold, VA Sep 2014 - Mar 2016 1
Lattarulo Financial Management Portsmouth, VA Jun 2012 - Sep 2014 2
Investors Capital Corp Lynnfield, MA Apr 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Daniel J. Lattarulo
Phone Number: 202-962-4600
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    641
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $641,022,740
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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