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Maria Antoinette Kersey

Missionsquare Wealth Management

Havertown, PA

Sterling, VA

CRD 2030419

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Employer firm

Missionsquare Wealth Management CRD 23189

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-03
  • VA RA
    APPROVED
    Since 2026-03-03

Branch Locations

Havertown, PA • United States

Sterling, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Fairfax VA 06/1999 09/2019
Tiaa Fairfax VA 05/1999 09/2019
Northwestern Mutual Life Insurance Company Reston VA 01/2020 03/2021
Northwestern Mutual Investment Services, Llc Reston VA 02/2020 03/2021
L'OReal In Macy's Department Store Sterling VA 11/2009 Present
Northwestern Mutual Wealth Management Company Reston VA 05/2020 03/2021
Massmutual Life Insurance Co Sterling VA 04/2021 09/2022
Mml Investors Services, Llc Sterling VA 04/2021 09/2022
Missionsquare Investment Services Washington DC 09/2022 Present
Missionsquare Retirement Washington DC 09/2022 Present
  • 06/1999 → 09/2019
    Tiaa-Cref Individual & Institutional Services, Llc
    Fairfax, VA
  • 05/1999 → 09/2019
    Tiaa
    Fairfax, VA
  • 01/2020 → 03/2021
    Northwestern Mutual Life Insurance Company
    Reston, VA
  • 02/2020 → 03/2021
    Northwestern Mutual Investment Services, Llc
    Reston, VA
  • 11/2009 → Present
    L'OReal In Macy's Department Store
    Sterling, VA
  • 05/2020 → 03/2021
    Northwestern Mutual Wealth Management Company
    Reston, VA
  • 04/2021 → 09/2022
    Massmutual Life Insurance Co
    Sterling, VA
  • 04/2021 → 09/2022
    Sterling, VA
  • 09/2022 → Present
    Missionsquare Investment Services
    Washington, DC
  • 09/2022 → Present
    Washington, DC
Previous Registrations
Other Businesses

NAME: L'OREAL. NON-INVESTMENT RELATED. ADDRESS: 21080 DULLES TOWN CIRCLE, STERLING, VA 20166. NATURE OF BUSINESS: FRAGRANCE VENDOR. POSITION: FRAGRANCE VENDOR REPRESENTATIVE. START DATE: 11/27/2009. NUMBER OF HOURS PER MONTH: 4; DURING SECURITIES TRADING HOURS 0. DUTIES: PROMOTE THE RALPH LAUREN AND GIORGIO ARMANI FRAGRANCES AT THE MEN'S FRAGRANCE COUNTER AT MACY'S.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-02
  • S63 Uniform Securities Agent State Law Examination
    1994-12-02
Designations
  • Certified Financial Planner
Other Names
  • Toni Kersey
  • Maria Antoinette Kersey
  • Toni Kersey

View on SEC IAPD

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