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Richard Patrick Gill

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

San Mateo, CACRD #2092914Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
2 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Patrick Gill has worked in the securities industry since 1992. They are registered to provide investment advisory services in California and District of Columbia.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaDistrict of Columbia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/11/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 5/15/1992
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/22/2022
Series 7
General Securities Representative Examination
Passed 3/15/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/15/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/18/1990

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE WEALTH MANAGEMENTCurrent
2/27/2026San Mateo, CA
MISSIONSQUARE WEALTH MANAGEMENTCurrent
5/3/2022San Mateo, CA
MISSIONSQUARE RETIREMENT
5/3/20223/16/2026San Mateo, CA
ADVICE AND PLANNING SERVICES
7/7/200511/13/2020Palo Alto, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Patrick Gill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Richard Patrick Gill - Financial Advisor in San Mateo, CA | AdvisorFinder