Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $641,022,740 in 1 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
https://www.facebook.com/missionsquareretirement
By the Numbers
  • Total Assets Under Management
    641
    MILLION
  • 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
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 151 top financial advisors.
1
Debra Adair, financial advisor Washington DC
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 11 years of experience in the finance industry.

2
Sandra Aguilar, financial advisor Corpus Christi TX
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 21 years of experience in the finance industry.

3
Cengiz Akyol, financial advisor Washington DC
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 20 years of experience in the finance industry.

4
Nicholl Aldridge, financial advisor Washington DC
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 23 years of experience in the finance industry.

5
Fausto Andrade, financial advisor Winter Garden FL
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 14 years of experience in the finance industry.

6
Thomas Axline, financial advisor Washington DC
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 31 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.

7
Shawn Baker, financial advisor Washington DC
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 27 years of experience in the finance industry.

8
Francis Barbieri, financial advisor Washington DC
Francis L. Barbieri
CRD#: 4460435
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Francis Barbieri (CRD# 4460435) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 21 years of experience in the finance industry. Francis Barbieri 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
Ben Bates, financial advisor Phoenix AZ
Ben G. Bates
CRD#: 4677714
Phoenix, AZ

Ben Bates (CRD# 4677714) is an Investment Advisor Representative working at Missionsquare Retirement in Phoenix, AZ and has over 15 years of experience in the finance industry.

10
Jason Boyd, financial advisor Dallas TX
Jason L. Boyd
CRD#: 2765382
Dallas, TX

Jason Boyd (CRD# 2765382) is an Investment Advisor Representative working at Missionsquare Retirement in Dallas, TX and has over 26 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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