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Antoinette Guy-wharton

Missionsquare Retirement

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About Antoinette Guy-wharton

Antoinette Guy-wharton is a financial advisor with over 17 years of experience in the industry. Antoinette is currently registered with Missionsquare Retirement and has previously worked with GWFS EQUITIES, INC., ING INVESTMENT ADVISORS, LLC, and CITISTREET EQUITIES LLC. Antoinette has a broad range of experience, working with individuals, insurance companies, and high-net-worth individuals. Antoinette provides portfolio management for both businesses and individuals.

Firm Information

Antoinette Guy-wharton 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.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Antoinette Guy-wharton’s Registration & Firm History

DC

03/02/2021 - Present

Missionsquare Retirement (WASHINGTON DC)

MD

03/03/2010 - 07/21/2017

GWFS EQUITIES, INC. (Baltimore MD)

MD

09/01/2005 - 11/30/2009

ING INVESTMENT ADVISORS, LLC (BALTIMORE MD)

NJ

03/22/2005 - 09/01/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

IA

Issued 02/23/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antoinette Guy-wharton.
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