AdFi
MW

MISSIONSQUARE WEALTH MANAGEMENT

SEC Registered

The Future of Finance Is Coming Soon…

WASHINGTON, DChttps://missionsquarewealth.com800-669-7444
Assets Under Management
Not disclosed
Employees
208
Office Locations
1 office
Total Accounts

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Office locations

1 office in 1 state
DC
WASHINGTONHQ

Advisors at this firm

Showing 100 of 153

Debra Jean Adair
Investment Adviser Representative
Investment Adviser Rep
Nancy Agaiby
Investment Adviser Representative
Dual-registered
Sandra Aguilar
Investment Adviser Representative
Investment Adviser Rep
Cengiz Murat Akyol
Investment Adviser Representative
Dual-registered
Nicholl Yvette Aldridge
Investment Adviser Representative
Dual-registered
Fausto Enrique Andrade
Investment Adviser Representative
Investment Adviser Rep
Francis Lawrence Barbieri
Investment Adviser Representative
Dual-registered
Keith David Barnofski
Investment Adviser Representative
Dual-registered
Ben G Bates
Investment Adviser Representative
Dual-registered
Natascha Barone
Investment Adviser Representative
Investment Adviser Rep
Vicki Marie Bauer
Investment Adviser Representative
Dual-registered
Manuel Beltran Zuniga
Investment Adviser Representative
Dual-registered
Ryan Michael Bertrand
Investment Adviser Representative
Dual-registered
Raul Bonini
Investment Adviser Representative
Dual-registered
Shannon C Boyle
Investment Adviser Representative
Dual-registered
Shirley Ann Brost
Investment Adviser Representative
Dual-registered
Kim Brownlee
Investment Adviser Representative
Investment Adviser Rep
Regina J Burks
Investment Adviser Representative
Dual-registered
Isaiah Valentine Carter
Investment Adviser Representative
Dual-registered
Jason Charles Clark
Investment Adviser Representative
Dual-registered
Bree Clements Cota
Investment Adviser Representative
Investment Adviser Rep
Peter John Crowe
Investment Adviser Representative
Investment Adviser Rep
Dayla Cabeza De Vaca
Investment Adviser Representative
Dual-registered
James C Cantela
Investment Adviser Representative
Dual-registered
Jonathan Ceci
Investment Adviser Representative
Dual-registered
Tyquia Clark
Investment Adviser Representative
Dual-registered
Christina Ann Clemons
Investment Adviser Representative
Dual-registered
James William Collins
Investment Adviser Representative
Dual-registered
Roy A Combs
Investment Adviser Representative
Dual-registered
Jeffry Donald Cook
Investment Adviser Representative
Dual-registered
Candice Ezzat Davis
Investment Adviser Representative
Dual-registered
Melissa Jane Doughty
Investment Adviser Representative
Dual-registered
Joshua Nicholas Dalafu
Investment Adviser Representative
Investment Adviser Rep
Thomas Harvey Dawes
Investment Adviser Representative
Dual-registered
Sally Dewitt
Investment Adviser Representative
Dual-registered
Amy Elizabeth Dinges
Investment Adviser Representative
Dual-registered
Nicholas Lorenzo Diterlizzi
Investment Adviser Representative
Dual-registered
Eric Walter Dobrzynski
Investment Adviser Representative
Dual-registered
Denney R Domantay
Investment Adviser Representative
Dual-registered
Jacob Dreiling
Investment Adviser Representative
Dual-registered
Crystal Claudine Durazo
Investment Adviser Representative
Investment Adviser Rep
Scott Michael Eason
Investment Adviser Representative
Dual-registered
Liam Ehlers
Investment Adviser Representative
Dual-registered
Katherine Marie Espinosa
Investment Adviser Representative
Dual-registered
Douglas G Featherstone Jr
Investment Adviser Representative
Dual-registered
Daniel James Flowers
Investment Adviser Representative
Dual-registered
Raymond E Fortin
Investment Adviser Representative
Dual-registered
Brian Darrell Fylak
Investment Adviser Representative
Dual-registered
Arthur Gottlob Flattich
Investment Adviser Representative
Dual-registered
Julie Ann Flores
Investment Adviser Representative
Dual-registered
Yolanda Flores
Investment Adviser Representative
Dual-registered
Marysol Flores Salazar
Investment Adviser Representative
Dual-registered
Vainius Bronius Gleveckas
Investment Adviser Representative
Dual-registered
David Joseph Goren
Investment Adviser Representative
Dual-registered
Erik M. Gabrich
Investment Adviser Representative
Investment Adviser Rep
Peter Davidson Ganey
Investment Adviser Representative
Dual-registered
Mark Louis Garapolo
Investment Adviser Representative
Dual-registered
Augusto Carlos Gaymer
Investment Adviser Representative
Dual-registered
Richard Patrick Gill
Investment Adviser Representative
Dual-registered
Juan Dario Gomez-Garcia
Investment Adviser Representative
Dual-registered
John Thomas Gray
Investment Adviser Representative
Dual-registered
Antoinette Guy-Wharton
Investment Adviser Representative
Investment Adviser Rep
Kenneth James Hartos
Investment Adviser Representative
Dual-registered
Emil Kazma Hemsey
Investment Adviser Representative
Dual-registered
Lynwood Leroy Hill Jr.
Investment Adviser Representative
Dual-registered
Laura Ayn Kretzmer Hancock
Investment Adviser Representative
Dual-registered
Jarrod R Harrison
Investment Adviser Representative
Dual-registered
Victoria L Harrison
Investment Adviser Representative
Dual-registered
Richert John Hart
Investment Adviser Representative
Dual-registered
Jeffrey James Hartung
Investment Adviser Representative
Dual-registered
Hillis Lashawn Haygood
Investment Adviser Representative
Dual-registered
Paul Hellman
Investment Adviser Representative
Dual-registered
Miguel Angel Hidalgo
Investment Adviser Representative
Investment Adviser Rep
Joanne Holan
Investment Adviser Representative
Dual-registered
Druery Thorn Holloway
Investment Adviser Representative
Dual-registered
Mark Harold Huston
Investment Adviser Representative
Dual-registered
Sharyn Lyn Hyla
Investment Adviser Representative
Dual-registered
Margaret Ruth Jones
Investment Adviser Representative
Dual-registered
Reginald K Johnson
Investment Adviser Representative
Dual-registered
Daniel Kierath Jr
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Michael Koeppen
Investment Adviser Representative
Dual-registered
Brandi Kachouri
Investment Adviser Representative
Dual-registered
Janet L Kendall
Investment Adviser Representative
Dual-registered
Richard Donald Kennedy Jr.
Investment Adviser Representative
Investment Adviser Rep
Maria Antoinette Kersey
Investment Adviser Representative
Dual-registered
Stephanie Elizabeth Keur
Investment Adviser Representative
Dual-registered
Nicole Anne Kirby
Investment Adviser Representative
Dual-registered
Adam J Klumb
Investment Adviser Representative
Dual-registered
Brian Robert Koch
Investment Adviser Representative
Dual-registered
Nancy Jean Lange
Investment Adviser Representative
Dual-registered
Seth Michael Lewis
Investment Adviser Representative
Investment Adviser Rep
Michael Allen Larosa
Investment Adviser Representative
Dual-registered
Nicholas Larry
Investment Adviser Representative
Investment Adviser Rep
Mark A Lasyone
Investment Adviser Representative
Investment Adviser Rep
Elena Lepeshkova
Investment Adviser Representative
Dual-registered
Amy B Lillis-Konopacki
Investment Adviser Representative
Dual-registered
Kevin Norbert Linsmeier
Investment Adviser Representative
Dual-registered
Fernando Llop
Investment Adviser Representative
Dual-registered
Zoran Ivan Lozo
Investment Adviser Representative
Dual-registered
Charles Francis Mansfield
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#23189
SEC Number
801-135346
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Find an advisor that fits

Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MISSIONSQUARE WEALTH MANAGEMENT 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 the SEC or FINRA websites before making any decision.

MISSIONSQUARE WEALTH MANAGEMENT | AdvisorFinder