Sally
Dewitt
Missionsquare Retirement
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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
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Sally Dewitt Work History
Missionsquare Investment Services
Missionsquare Retirement
M Holdings Securities, Inc
Foresters Advisory Services
Cetera Investors
Foresters Financial Services
Fisher Investments
Ubs Fiancial Services
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
Richmond, VA
Santa Clara, CA
Glenview, IL
Washington, DC
Franklin Lakes, NJ
Washington, DC
Edgewood, WA
Glen Allen, VA
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