Missionsquare Retirement

Missionsquare Retirement (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $668,171,497 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.youtube.com/c/missionsquareretirement
By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $668,171,497
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
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 91 - 100 of 152 top financial advisors.
91
Timothy Oster, financial advisor Washington DC
Timothy D. Oster
CRD#: 6167415
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Timothy Oster (CRD# 6167415) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 11 years of experience in the finance industry.

92
Daryl Pereira Dennis, financial advisor Washington DC
Daryl C. Pereira Dennis
CRD#: 5916062
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Daryl Pereira Dennis (CRD# 5916062) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 12 years of experience in the finance industry.

93
Jennifer Perry, financial advisor Washington DC
Jennifer A. Perry
CRD#: 5255901
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jennifer Perry (CRD# 5255901) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 17 years of experience in the finance industry.

94
Roland Quintanilla, financial advisor Washington DC
Roland Quintanilla
CRD#: 5440509
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Roland Quintanilla (CRD# 5440509) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 16 years of experience in the finance industry.

95
Sonia Rogers, financial advisor Washington DC
Sonia Rogers
CRD#: 3006348
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Sonia Rogers (CRD# 3006348) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 26 years of experience in the finance industry.

96
Mary Rorvik, financial advisor Washington DC
Mary J. Rorvik
CRD#: 2377618
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Mary Rorvik (CRD# 2377618) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 19 years of experience in the finance industry.

97
Michael Savage, financial advisor Hampden MA
Michael L. Savage
CRD#: 2356174
Hampden, MA

Michael Savage (CRD# 2356174) is an Investment Advisor Representative working at Missionsquare Retirement in Hampden, MA and has over 30 years of experience in the finance industry.

98
Steven Scheuermann, financial advisor Washington DC
Steven R. Scheuermann
CRD#: 6069619
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Steven Scheuermann (CRD# 6069619) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 9 years of experience in the finance industry.

99
Jessica Sequeira, financial advisor Washington DC
Jessica A. Sequeira
CRD#: 3010734
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jessica Sequeira (CRD# 3010734) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 23 years of experience in the finance industry.

100
David Sharer, financial advisor Washington DC
David E. Sharer
CRD#: 2329141
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

David Sharer (CRD# 2329141) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 31 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.

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