Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $713,237,766 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $713,237,766
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Missionsquare Retirement
Showing 1 - 10 of 181 top financial advisors.
1
Penelope J. Abbott
CRD#: 1689316
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Penelope Abbott (CRD# 1689316) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 34 years of experience in the finance industry.

2
Debra J. Adair
CRD#: 2768770
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Debra Adair (CRD# 2768770) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 10 years of experience in the finance industry.

3
Sandra Aguilar
CRD#: 4385180
Corpus Christi, TX

Sandra Aguilar (CRD# 4385180) is an Investment Advisor Representative working at Missionsquare Retirement in Corpus Christi, TX and has over 20 years of experience in the finance industry.

4
Cengiz M. Akyol
CRD#: 4584292
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Cengiz Akyol (CRD# 4584292) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 18 years of experience in the finance industry.

5
Nicholl Y. Aldridge
CRD#: 4062895
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Nicholl Aldridge (CRD# 4062895) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 21 years of experience in the finance industry.

6
Fausto E. Andrade
CRD#: 5563678
Winter Garden, FL

Fausto Andrade (CRD# 5563678) is an Investment Advisor Representative working at Missionsquare Retirement in Winter Garden, FL and has over 12 years of experience in the finance industry.

7
Patricia Arredondo-Chavez
CRD#: 5143427
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Patricia Arredondo-Chavez (CRD# 5143427) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 15 years of experience in the finance industry.

8
Jason P. Atwater
CRD#: 5993415
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jason Atwater (CRD# 5993415) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 9 years of experience in the finance industry. Jason Atwater has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Thomas A. Axline
CRD#: 2178677
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 29 years of experience in the finance industry. Thomas Axline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Shawn R. Baker
CRD#: 2643870
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Shawn Baker (CRD# 2643870) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 25 years of experience in the finance industry.

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