AdFi
SD

Sally Dewitt

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Seattle, WACRD #5894203Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
51 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 51 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/10/2025
Series 66
Uniform Combined State Law Examination
Passed 4/15/2014
SIE
Securities Industry Essentials Examination
Passed 1/9/2017
Series 31
Futures Managed Funds Examination
Passed 6/23/2015
Series 7
General Securities Representative Examination
Passed 3/17/2014

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
2/27/2026Seattle, WA
MISSIONSQUARE WEALTH MANAGEMENTCurrent
9/26/2023Seattle, WA
MISSIONSQUARE RETIREMENT
9/26/20233/18/2026Seattle, WA
M HOLDINGS SECURITIES, INC.
9/22/202111/3/2022Portland, OR
CETERA INVESTMENT ADVISERS LLC
6/20/20197/20/2020Beaverton, OR
FORESTERS ADVISORY SERVICES, LLC
2/26/20196/20/2019Beaverton, OR
FISHER INVESTMENTS
6/29/20175/3/2018Camas, WA
UBS FINANCIAL SERVICES INC.
4/15/20141/9/2017Houston, TX

Official records & sources

Data as of August 11, 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. Sally Dewitt 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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