Debra
Adair

Missionsquare Retirement

CRD#2768770
Investment Advisor
in Washington, DC

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About this Advisor

Debra Adair is a financial advisor based in Washington, District of Columbia, working with Missionsquare Retirement. Debra has previously held a position at Icma Retirement Corporation. Debra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Debra 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 and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

Debra Adair Work History

2011 - Present (13 years)

Icma Retirement Corporation

Disclosures

Please visit the SEC profile of Debra Adair 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

Christopher Minnigh
Richmond, VA
Christian Lee
Santa Clara, CA
Daryl Pereira Dennis
Washington, DC
Sean Payton
Washington, DC
Kenneth Hartos
Franklin Lakes, NJ
Zachary Pitman
Washington, DC
Gabriel Zamacona
Edgewood, WA
Jarrod Harrison
Champions Gate, FL

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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