Zoran
Lozo

Missionsquare Retirement

CRD#2834005
Investment Advisor
in Washington, DC

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About this Advisor

Zoran Lozo is a certified financial planner based out of Washington, District Of Columbia with a total of 8 years of industry experience. Lozo is an employee of Missionsquare Retirement. Throughout their career, they have worked at Lpl Financial LLC, Financial Partners Credit Union, First Bank, First Brokerage America, LLC and Icma Retirement Corporation. Lozo holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, District Of Columbia and Nevada. Missionsquare Retirement is a firm based in Washington, DC. The investment advisory business has offices in nine locations and a total of 608 advisors. It manages $641 million in assets between its one client accounts, placing it among the bigger firms in the country by assets under management. Missionsquare Retirement performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually depend on the financial services. However, fees charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

Zoran Lozo Work History

Zoran has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Icma Retirement Corporation

2015 - 2015 (< 1 year)

First Bank

2015 - 2015 (< 1 year)

First Brokerage America, LLC

2012 - 2015 (3 years)

Lpl Financial LLC

2012 - 2015 (3 years)

Financial Partners Credit Union

*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 Zoran Lozo 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

Daryl Pereira Dennis
Washington, DC
Jeffrey Brown
Washington, DC
Jinen Viswakula
Washington, DC
Peter Ganey
Washington, DC
Susan Trammel
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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