Robert Soriano
Investment Adviser Representative at Missionsquare Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Soriano is an investment adviser representative in Alhambra, CA, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2020 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and California.
Registrations & licenses
- Investment adviser:
- Arizona, California
- Broker:
2 states and territories
Arizona, California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesNov 2019 – Oct 2022St Louis, MO
- Pasadena City CollegeAug 2018 – Jul 2020Pasadena, CA
- Self-EmploymentNov 2017 – Dec 2018Pasadena, CA
- Panda Restaurant GroupApr 2018 – Apr 2018Pasadena, CA
- n/aJul 2017 – Oct 2017Alhambra, CA
- Ventura County Community College DistrictJan 2018 – May 2018Oxnard, CA
- Career Education CorporationJun 2001 – Jun 2017Pasadena, CA
- MissionSquare Investment ServicesOct 2022 – no end date reportedWashington, DC
- MissionSquare RetirementOct 2022 – no end date reportedWashington, DC
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Missionsquare Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 146
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Washington, DC
- SEC file number:
- 801-135346
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Missionsquare Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Soriano 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.
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