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Michael Lambert Savage

Missionsquare Retirement

Hampden, MA

Washington, DC

CRD 2356174

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Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2024-12-06
DE RA APPROVED 2024-12-05
NH RA APPROVED 2024-12-04
WV RA APPROVED 2024-12-03
MD RA APPROVED 2024-12-02
PA RA APPROVED 2024-12-02
NJ RA APPROVED 2024-11-29
NY RA APPROVED 2024-11-29
OH RA APPROVED 2024-11-29
CT RA APPROVED 2017-12-07
VT RA APPROVED 2016-07-29
MA RA APPROVED 2004-02-02
RI RA APPROVED 2004-01-26
  • ME RA
    APPROVED
    Since 2024-12-06
  • DE RA
    APPROVED
    Since 2024-12-05
  • NH RA
    APPROVED
    Since 2024-12-04
  • WV RA
    APPROVED
    Since 2024-12-03
  • MD RA
    APPROVED
    Since 2024-12-02
  • PA RA
    APPROVED
    Since 2024-12-02
  • NJ RA
    APPROVED
    Since 2024-11-29
  • NY RA
    APPROVED
    Since 2024-11-29
  • OH RA
    APPROVED
    Since 2024-11-29
  • CT RA
    APPROVED
    Since 2017-12-07
  • VT RA
    APPROVED
    Since 2016-07-29
  • MA RA
    APPROVED
    Since 2004-02-02
  • RI RA
    APPROVED
    Since 2004-01-26

Branch Locations

Hampden, MA • United States

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • 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
Insurance Concepts Group Glustenbury CT 06/1995 Present
Icma Retirement Corporation Washington DC 12/2002 Present
  • 06/1995 → Present
    Insurance Concepts Group
    Glustenbury, CT
  • 12/2002 → Present
    Icma Retirement Corporation
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-22
S63 Uniform Securities Agent State Law Examination 1993-09-16
  • S65 Uniform Investment Adviser Law Examination
    2003-08-22
  • S63 Uniform Securities Agent State Law Examination
    1993-09-16

View on SEC IAPD

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