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 131 - 140 of 152 top financial advisors.
131
Antoinette Guy-Wharton, financial advisor Owings Mills MD
Antoinette Guy-Wharton
CRD#: 1960552
Owings Mills, MD

Antoinette Guy-Wharton (CRD# 1960552) is an Investment Advisor Representative working at Missionsquare Retirement in Owings Mills, MD and has over 14 years of experience in the finance industry.

132
Kenneth Hartos, financial advisor Franklin Lakes NJ
Kenneth J. Hartos
CRD#: 7255628
Franklin Lakes, NJ

Kenneth Hartos (CRD# 7255628) is an Investment Advisor Representative working at Missionsquare Retirement in Franklin Lakes, NJ and has over 3 years of experience in the finance industry.

133
Joshua Herschberg, financial advisor Washington DC
Joshua G. Herschberg
CRD#: 2844231
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Joshua Herschberg (CRD# 2844231) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 26 years of experience in the finance industry.

134
Jacob Hoffman, financial advisor Washington DC
Jacob A. Hoffman
CRD#: 7368994
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Jacob Hoffman (CRD# 7368994) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has 1 year of experience in the finance industry.

135
Sharyn Hyla, financial advisor Riverview FL
Sharyn L. Hyla
CRD#: 2962104
Riverview, FL

Sharyn Hyla (CRD# 2962104) is an Investment Advisor Representative working at Missionsquare Retirement in Riverview, FL and has over 26 years of experience in the finance industry.

136
Maria Kersey, financial advisor Sterling VA
Maria A. Kersey
CRD#: 2030419
Sterling, VA

Maria Kersey (CRD# 2030419) is an Investment Advisor Representative working at Missionsquare Retirement in Sterling, VA and has over 29 years of experience in the finance industry.

137
Daniel Kierath, financial advisor Atlanta GA
Daniel Kierath
CRD#: 7319721
Atlanta, GA

Daniel Kierath (CRD# 7319721) is an Investment Advisor Representative working at Missionsquare Retirement in Atlanta, GA and has over 3 years of experience in the finance industry.

138
Seth Lewis, financial advisor Washington DC
Seth M. Lewis
CRD#: 2506247
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Seth Lewis (CRD# 2506247) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 28 years of experience in the finance industry.

139
Angela Macon, financial advisor Washington DC
Angela D. Macon
CRD#: 2293995
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Angela Macon (CRD# 2293995) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 17 years of experience in the finance industry.

140
Sergio Mejia, financial advisor Phoenix AZ
Sergio J. Mejia
CRD#: 4278950
Phoenix, AZ

Sergio Mejia (CRD# 4278950) is an Investment Advisor Representative working at Missionsquare Retirement in Phoenix, AZ and has over 22 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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