Maria
Kersey

Missionsquare Retirement

CRD#2030419
Investment Advisor
in Sterling, VA

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About this Advisor

Maria Kersey is a financial advisor based in Sterling, Virginia, working with Missionsquare Retirement. Maria has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, L'Oreal In Macy's Department Store, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Co, Mml Investors Services, LLC, Missionsquare Investment Services, and Missionsquare Retirement. Maria has passed the Series 63 regulatory exam and is registered to provide services in the District of Columbia and Virginia. Currently, Maria is part of Missionsquare Retirement, which operates out of Sterling, Virginia. 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 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Sterling, VA

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$668,171,497

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

623

VA Average: 60
Total Number of Accounts

1

VA Average: 205
Average Account Size

$668,171,497

VA Average: $23,834,889

Investment Advisory Services

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

Maria Kersey Work History

2022 - Present (2 years)

Missionsquare Investment Services

2022 - Present (2 years)

Missionsquare Retirement

2009 - Present (15 years)

L'Oreal In Macy'S Department Store

2021 - 2022 (1 year)

Massmutual Life Insurance Co

2021 - 2022 (1 year)

Mml Investors Services, LLC

2020 - 2021 (1 year)

Northwestern Mutual Life Insurance Company

2020 - 2021 (1 year)

Northwestern Mutual Investment Services, LLC

2020 - 2021 (1 year)

Northwestern Mutual Wealth Management Company

1999 - 2019 (20 years)

Tiaa-Cref Individual & Institutional Services, LLC

1999 - 2019 (20 years)

Tiaa

Disclosures

Please visit the SEC profile of Maria Kersey 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

Steven Mcgregor
Richmond, VA
Christian Lee
Santa Clara, CA
Richert Hart
Glenview, IL
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Timothy Nasworthy
Glen Allen, VA

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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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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