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 141 - 150 of 152 top financial advisors.
141
Gloria Michalko, financial advisor Aurora CO
Gloria B. Michalko
CRD#: 2328125
Aurora, CO

Gloria Michalko (CRD# 2328125) is an Investment Advisor Representative working at Missionsquare Retirement in Aurora, CO and has over 4 years of experience in the finance industry.

142
Carter Moss, financial advisor Washington DC
Carter M. Moss
CRD#: 5299990
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Carter Moss (CRD# 5299990) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 17 years of experience in the finance industry.

143
Janice Parker, financial advisor Lynchburg VA
Janice L. Parker
CRD#: 5122535
411 Elmwood Ave, Lynchburg, VA 24503

Janice Parker (CRD# 5122535) is an Investment Advisor Representative working at Missionsquare Retirement in Lynchburg, VA and has over 17 years of experience in the finance industry.

144
Sean Payton, financial advisor Washington DC
Sean P. Payton
CRD#: 7168453
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Sean Payton (CRD# 7168453) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 3 years of experience in the finance industry.

145
Elvin Ramirez, financial advisor Washington DC
Elvin A. Ramirez
CRD#: 3084875
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Elvin Ramirez (CRD# 3084875) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 23 years of experience in the finance industry.

146
Jesse Rangel, financial advisor Forney TX
Jesse J. Rangel
CRD#: 2703526
10211 Helms Trail, Forney, TX 75126

Jesse Rangel (CRD# 2703526) is an Investment Advisor Representative working at Missionsquare Retirement in Forney, TX and has over 26 years of experience in the finance industry.

147
Erica Rodriguez, financial advisor Washington DC
Erica E. Rodriguez
CRD#: 5593746
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Erica Rodriguez (CRD# 5593746) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 7 years of experience in the finance industry.

148
Nadia Schmidt, financial advisor Washington DC
Nadia O. Schmidt
CRD#: 7588693
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Nadia Schmidt (CRD# 7588693) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has 1 year of experience in the finance industry.

149
Steven Scott, financial advisor Washington DC
Steven J. Scott
CRD#: 705312
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Steven Scott (CRD# 705312) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 24 years of experience in the finance industry.

150
Susan Trammel, financial advisor Washington DC
Susan S. Trammel
CRD#: 1588031
777 North Capitol Street Ne, Suite 600, Washington, DC 20002

Susan Trammel (CRD# 1588031) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 30 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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