Zachary
Pitman

Missionsquare Retirement

CRD#7259933
Investment Advisor
in Washington, DC

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About this Advisor

Zachary Pitman is a financial advisor based in Washington, District of Columbia, working with Missionsquare Retirement. Zachary has previously held positions at Edward Jones, Clear Creek Skiing Corporation, Fifth Third Bank, College Hunks Hauling Junk And Moving, Loveland Ski Area, Playerprofiler.Com, Missionsquare Investment Services, and Missionsquare Retirement. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Zachary 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. The services offered by the firm include portfolio management for individuals and small businesses, and 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

Zachary Pitman Work History

2022 - Present (2 years)

Missionsquare Investment Services

2022 - Present (2 years)

Missionsquare Retirement

2021 - 2022 (1 year)

Edward Jones

2020 - 2021 (1 year)

Edward Jones

2019 - 2019 (< 1 year)

Clear Creek Skiing Corporation

2019 - 2019 (< 1 year)

Loveland Ski Area

2019 - 2019 (< 1 year)

Playerprofiler.Com

2017 - 2019 (2 years)

Fifth Third Bank

2014 - 2017 (3 years)

College Hunks Hauling Junk And Moving

Disclosures

Please visit the SEC profile of Zachary Pitman 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

Jarrod Harrison
Champions Gate, FL
Richert Hart
Glenview, IL
Steven Mcgregor
Richmond, VA
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Christian Lee
Santa Clara, CA
Gabriel Zamacona
Edgewood, WA
Sean Payton
Washington, DC

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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