Missionsquare Retirement

Investment Advisor
in Washington, DC

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About this Advisor

Elvin Ramirez is a financial advisor based out of Washington, District Of Columbia with a total of 3 years of industry experience. Ramirez is an employee of Missionsquare Retirement. During their career, Ramirez has held roles at Adp LLC and Icma-Rc Services, LLC. Ramirez holds Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Missionsquare Retirement is a registered investment company that has its headquarters in Washington, DC. It has offices in nine locations and a total of 608 financial advisors. It oversees $641 million in total assets across its one accounts, placing it among the larger financial advisory firms in the nation by assets under management. Missionsquare Retirement provides a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

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

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Missionsquare Retirement Brokerage Details

Total Assets Under Management


DC Average: $4,886,152,200
Total Number of Employees


DC Average: 60
Total Number of Accounts


DC Average: 205
Average Account Size


DC Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Elvin Ramirez Work History

Elvin has been registered as a financial advisor for 3 years.*

2020 - Present (3 years)

Icma-Rc Services, LLC

2001 - 2020 (19 years)


*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Elvin Ramirez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Missionsquare Retirement

Daryl Pereira Dennis
Washington, DC
Danuta Durkiewicz
Elk Grove Village, IL
Juan Gomez-Garcia
La Mesa, CA
Peter Ganey
Washington, DC
Homer Stinson
Washington, DC
Jinen Viswakula
Washington, DC
Laura Hancock
Washington, DC
Orlando Cruz
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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