Sally
Dewitt

Missionsquare Retirement

CRD#5894203
Investment Advisor
in Washington, DC

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About this Advisor

Sally Dewitt is a financial advisor based in Washington, District of Columbia, working with Missionsquare Retirement. Sally has previously held positions at UBS Financial Services, Fisher Investments, Foresters Financial Services, Foresters Advisory Services, Cetera Investors, M Holdings Securities, Inc, Missionsquare Investment Services, and Missionsquare Retirement. Sally has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Washington. Currently, Sally is part of Missionsquare Retirement, which operates out of Washington, District of Columbia. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 66

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

$668,171,497

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

623

DC Average: 60
Total Number of Accounts

1

DC Average: 205
Average Account Size

$668,171,497

DC Average: $23,834,889

Investment Advisory Services

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

Sally Dewitt Work History

2023 - Present (1 year)

Missionsquare Investment Services

2023 - Present (1 year)

Missionsquare Retirement

2021 - 2022 (1 year)

M Holdings Securities, Inc

2019 - 2019 (< 1 year)

Foresters Advisory Services

2019 - 2020 (1 year)

Cetera Investors

2018 - 2019 (1 year)

Foresters Financial Services

2017 - 2018 (1 year)

Fisher Investments

2013 - 2017 (4 years)

Ubs Fiancial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sally Dewitt 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

Steven Mcgregor
Richmond, VA
Christian Lee
Santa Clara, CA
Richert Hart
Glenview, IL
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Timothy Nasworthy
Glen Allen, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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