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Missionsquare Retirement CRD 108783
$6.31B regulatory AUM 3,264 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-24 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chillis Grill & Bar | Braintree | MA | 06/2007 | 09/2016 |
| Voya Retirement Advisors | Braintree | MA | 09/2014 | 03/2025 |
| Voya Financial | Braintree | MA | 09/2014 | 03/2025 |
| Voya Financial Partners, Llc | Braintree | MA | 09/2016 | 03/2025 |
| Missionsquare Investment Services | Washington | DC | 03/2025 | Present |
| Missionsquare Retirement | Washington | DC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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