Missionsquare Retirement

Firm record

As recorded in SEC IAPD

Firm CRD

108783

SEC number

801-18273

Firm type

RIA

Assets under management

$6.3B as of Jun 29, 2026

Website

www.linkedin.com/company/icma-rc ↗

Phone

202-962-4600

Address

777 North Capitol Street Ne, Suite 600, Washington, DC, 20002-4240

Advisors at this firm

131 in our index · page 3 of 3

• Daryl Charles Pereira DennisCRD 5916062 · Miami, FL
  IA RegisteredBroker
• Roland QuintanillaCRD 5440509 · San Antonio, TX
  IA RegisteredBroker
• Sonia RogersCRD 3006348 · Auburn, WA
  IA RegisteredBroker
• Mary Jean RorvikCRD 2377618 · Sun City, AZ
  IA RegisteredBroker
• Daniel I RegaladoCRD 7634852 · Orlando, FL
  IA RegisteredBroker
• Michael A ReillyCRD 2466297 · Matthews, NC
  IA RegisteredBroker
• Erica E RodriguezCRD 5593746 · Irving, TX
  IA RegisteredBroker
• Zachary RosequistCRD 6783383 · Atlanta, GA
  IA RegisteredBroker
• Lauren F RussoCRD 6852835 · Ocean, NJ
  IA Registered
• Michael Lambert SavageCRD 2356174 · Hampden, MA
  IA RegisteredBroker
• Scott Robenalt SeidelCRD 6337881 · Seattle, WA
  IA RegisteredBroker
• Jessica Alejandra SequeiraCRD 3010734 · Glendale, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Russell SimsCRD 2556311 · Ada, MI
  IA RegisteredBroker
• Edward Joseph SizemoreCRD 4446424 · Nashville, TN
  IA RegisteredBroker
• James Bradley SmithCRD 3002426 · Waunakee, WI
  IA RegisteredBroker
• Caroline Rainey SorokosCRD 5485975 · Virginia Beach, VA
  IA RegisteredBroker
• Daniel Ryan StewartCRD 5491633 · Grand Blanc, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Paula Clifton SchnoebelenCRD 2450192 · Springfield, MO
  IA RegisteredBroker
• Robert SorianoCRD 7194273 · Alhambra, CA
  IA RegisteredBroker
• Ian T SwaffordCRD 6622753 · Morton, IL
  IA RegisteredBroker
• James Jorge Martin TavaresCRD 6447693 · Wethersfield, CT
  IA RegisteredBroker
• Tiffany S TaylorCRD 5034422 · Cypress, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Susan Shaffer TrammelCRD 1588031 · Plymouth, MN
  IA RegisteredBroker
• Bryan Keith WilhelmCRD 4372749 · Las Vegas, NV
  IA RegisteredBroker
• Donnell Earl WilliamsCRD 4606441 · Washington, DC
  IA RegisteredBroker
• Anne Marie WilsonCRD 5992331 · Dublin, OH
  IA RegisteredBroker
• Ryan WatsonCRD 7297698 · Frisco, TX
  IA RegisteredRegistration inactive
• Jason M WhiteCRD 4768088 · Plymouth, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven James WhitmanCRD 6808720 · Princeton, TX
  IA RegisteredBroker
• Robert D WilsonCRD 6290057 · Cedar Park, TX
  IA RegisteredBroker
• Dawn Van DyckCRD 4369074 · Punta Gorda, FL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.