Steven
Whitman
Missionsquare Retirement
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About this Advisor
Steven Whitman is a financial advisor working in Washington, District Of Columbia with a total of 1 year of relevant experience. Whitman is an advisor for Missionsquare Retirement. Throughout their career, Whitman has worked at The Vanguard Group, Inc, Research Business Development Center, Brigham Young University - Idaho, American Medical Response, Mount San Jacinto Community College, Chiz'S Fresh Foods, Moonshot 11, Hawkins Wood Shop, Missionsquare Investment Services and Missionsquare Retirement. Whitman has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Arizona. Missionsquare Retirement is a registered investment business operating out of Washington, DC. The firm has offices in nine locations and a total of 608 advisors. It controls $641 million in assets across its one accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The company performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on the type of services offered. Fees billed by Missionsquare Retirement typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$641,022,740
608
1
$641,022,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Whitman Work History
Steven has been registered as a financial advisor for 1 years.*
Missionsquare Investment Services
Missionsquare Retirement
Hawkins Wood Shop
Moonshot 11
The Vanguard Group, Inc
Research Business Development Center
Chiz'S Fresh Foods
Brigham Young University - Idaho
Brigham Young University - Idaho
American Medical Response
Mount San Jacinto Community College
*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 Steven Whitman 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
Washington, DC
Washington, DC
Washington, DC
Washington, DC
New Rochelle, NY
La Mesa, CA
Washington, DC
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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