Shirley
Brost

Missionsquare Retirement

CRD#4583381
Investment Advisor
in Washington, DC

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About this Advisor

Shirley Brost is a financial advisor who works in Washington, District Of Columbia with a total of 9 years of industry experience. Brost is currently employed by Missionsquare Retirement. Over the course of their career, they have held roles at All Service Painting and Icma Retirement Corporation. Brost holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Oregon and Washington. Missionsquare Retirement is a registered investment business 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 assets between its one client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Missionsquare Retirement provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on the type of services. However, fee types billed by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

$641,022,740

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

608

DC Average: 60
Total Number of Accounts

1

DC Average: 205
Average Account Size

$641,022,740

DC Average: $23,834,889

Investment Advisory Services

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

Shirley Brost Work History

Shirley has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Icma Retirement Corporation

2012 - 2014 (2 years)

All Service Painting

*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.

Disclosures

Please visit the SEC profile of Shirley Brost 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

Jeffrey Brown
Washington, DC
Stevon Forrester
New Rochelle, NY
Jinen Viswakula
Washington, DC
Peter Ganey
Washington, DC
Daryl Pereira Dennis
Washington, DC
Juan Gomez-Garcia
La Mesa, CA
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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