Missionsquare Wealth Management

Overview

Missionsquare Wealth Management is a Broker Dealer and registered investment adviser based in Washington, DC, registered since 2026. Its 187 registered representatives work across 6 branch offices in 5 states.

Employees

208

Registered reps

187

Branch offices

6

Registered since

2026

Jurisdictions

51

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Fee structure

Percentage of Assets

Products and services

• Mutual Funds
• Other

Executive officers 3 of 4

• Shannon Daniel Hogendorn Chief Operating Officer, President, Principal Manager CRD 3221945
• Richard Patrick Whitty Treasurer, Financial and Operations Principal, Financial Operations Principal CRD 1988149
• Gary Holmes Chief Compliance Officer CRD 3171812

1 more executive officer, with direct contact details

Registered reps 3 of 187

• Nancy Agaiby Registered Rep · Investment Adviser Rep CRD 2531916
• Sandra Aguilar Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4385180
• Cengiz M Akyol Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4584292

184 more registered reps, with emails, phones and branch locations

Location

Headquarters

777 N Capitol St NE Ste 600
Washington, DC 20002

County

District of Columbia

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Branch offices

6 in 5 states, including Des Moines, IA, Havertown, PA and Las Vegas, NV

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 51 jurisdictions
• Website: icmarc.org

Every state, with registration dates

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