Isaiah Carter, financial advisor Washington DC

Isaiah Carter

CRD Number: 5554686
Current Firm: Missionsquare Retirement

Isaiah Carter (CRD# 5554686) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Nov 2014 - Current 9
Icma-rc Services, LLC Washington, DC Nov 2014 - Current 9
The Vanguard Group, Inc. Malvern, PA Apr 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Isaiah V. Carter
Phone Number: 202-962-4600
Registered State(s):
  • AK
  • AZ
  • CA
  • CO
  • DC
  • HI
  • ID
  • MD
  • MT
  • NV
  • OR
  • UT
  • WA
  • WY
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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