Missionsquare Retirement

Investment Advisor
in Longwood, FL

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About this Advisor

Mark Huston is a certified financial planner and chartered financial consultant operating out of Longwood, Florida with 9 years of relevant experience. Huston is on the advisory team at Missionsquare Retirement. The advisor has gained experience at Icma Retirement Corporation and Zeiders Enterprises. Huston has Series 65, Series 66 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Alabama, District Of Columbia, Florida, Georgia, Mississippi, North Carolina and South Carolina. Missionsquare Retirement is a financial advisory business operating out of Washington, DC. The firm has offices in nine locations and a total of 608 employees. It controls $641 million in assets across its one customer accounts, making it one of the bigger financial advisory firms in the country 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 charged by financial advisors depend on which services the firm provides the client. Fee types charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

Longwood, FL

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Missionsquare Retirement Brokerage Details

Total Assets Under Management


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


FL Average: 60
Total Number of Accounts


FL Average: 205
Average Account Size


FL Average: $23,834,889

Investment Advisory Services

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

Mark Huston Work History

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

2013 - Present (11 years)

Icma Retirement Corporation

2012 - 2013 (1 year)

Zeiders Enterprises

*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.


Please visit the SEC profile of Mark Huston 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

Susan Trammel
Washington, DC
Andrew Mcfalls
Washington, DC
Jinen Viswakula
Washington, DC
Peter Ganey
Washington, DC
Amy Humphrey
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

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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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