Daniel I Regalado

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → 09/2023
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 09/2018 → 12/2022
  U.S. Army
  Gainesville, FL
• 07/2014 → 09/2018
  Student- University Of Central Florida
  Orlando, FL
• 09/2023 → 05/2024
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 09/2023 → 05/2024
  First Command Advisory Services, Inc
  Fort Worth, TX
• 09/2023 → 05/2024
  First Command Insurance Services, Inc
  Fort Worth, TX
• 03/2025 → Present
  Missionsquare Investment Services
  Washington, DC
• 03/2025 → Present
  Missionsquare Retirement
  Washington, DC
• 06/2024 → 12/2024
  Seminole Powersports North
  Eustis, FL

Previous Registrations

• 2023-10-19 → 2024-06-03
  First Command Advisory Services
  Orlando, FL
  Fort Worth, TX

Other Businesses

(1) U.S. Army Reserves. Non-investment related. Address: 436th Civil Affairs Battalion in Sandford, FL. Position Civil Affairs Officer. Start Date: May 2025. Number of hours per month devoted to other business 16; during securities trading hours 0. Duties: I will be a captain working as the operations officer, managing all tasks that come from higher headquarters. (2) Regalado STR LLC. Non-investment related. Nature of Business: Long term and short-term rentals through Airbnb. Address: 823 Locust Ave Orlando, FL 32809. Position: Owner. Start Date: 08/04/2022. Hours per month devoted to other business 20; during securities trading hours 0. Duties: Manage three investment properties.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-23

Other Names

• Dan Regalado
• Daniel Ignacio Regalado