Icma Retirement Corporation

Investment Advisor
in Washington, DC
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About this Advisor

Ronald Ervin is a certified financial planner based in Washington, D.C. Currently a registered advisor with Icma Retirement Corporation, they have gathered 11 years of experience as a registered investment advisor. Ervin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Ervin can operate in Alabama, Kansas, Massachusetts, Missouri, New Hampshire, New Mexico, North Dakota, Oklahoma, Rhode Island, South Dakota, Tennessee, West Virginia, Connecticut, Pennsylvania, Delaware, Washington, D.C., Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Minnesota, Louisiana, Maine, Mississippi, Michigan, New Jersey, South Carolina, North Carolina, Ohio, Texas, Vermont, Virginia and Wisconsin. Ervin has worked their complete career at Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. As an advisor firm, Icma Retirement Corporation manages $47 billion in assets across 57 client accounts and retains more than 865 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 57 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Icma Retirement Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

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

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Icma Retirement Corporation 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

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Ronald Ervin Work History

Ronald has 11 years of experience.

2007 - Present (12 years)

Icma Retirement Corporation


Ronald Ervin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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