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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2024-10-23 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Bethesda | MD | 04/2004 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bethesda | MD | 11/2015 | 09/2024 |
| Missionsquare Investment Services | Washington | DC | 09/2024 | Present |
| Missionsquare Retirement | Washington | DC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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