linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alisdair R Micheli

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alisdair? Claim Your Profile

About Alisdair R Micheli

Alisdair Micheli is a financial advisor who has been working in the industry since 2002. Alisdair is currently registered with Missionsquare Retirement in Washington, DC. Alisdair has a Series 63, Series 7TO, Series 6 and SIE license. Alisdair has been registered with the state of California, District of Columbia, Florida, Maryland and Virginia. Alisdair holds a Certified Financial Planner designation. Alisdair is also a registered representative of Missionsquare Retirement. Alisdair has been employed with ICMA-RC in Washington, DC since July 2008. Missionsquare Retirement provides financial planning and portfolio management for individuals and businesses.

Firm Information

Alisdair Micheli is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alisdair Micheli’s Registration & Firm History

DC

01/13/2017 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

09/12/2006 - 07/03/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

PA

07/19/2002 - 08/21/2006

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Alisdair R Micheli is right for you?

Licenses & Designations

BC

Issued 07/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alisdair R Micheli.
Not sure if Alisdair R Micheli is right for you?