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Bree Clements Cota

Missionsquare Retirement

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About Bree Clements Cota

Bree Clements Cota is a financial advisor with over 18 years of experience in the industry. Bree is registered with Missionsquare Retirement, LPL FINANCIAL LLC and PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Bree is currently registered in Maine and New Hampshire and has a Series 6, Series 63, and Series 65 licenses. Bree holds a SIE and a Series 6. Bree's other business experience includes: Potential future rental properties with Mahogany Ridge, LLC and Sugarmoose LLC. Missionsquare Retirement specializes in providing portfolio management for individuals and businesses. Missionsquare Retirement has over 6,000 clients with over $6 billion in assets under management.

Firm Information

Bree Cota 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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Bree Cota’s Registration & Firm History

DC

01/21/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

ME

12/04/2006 - 03/22/2012

LPL FINANCIAL LLC (BANGOR ME)

MA

03/06/2003 - 06/08/2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BC

Issued 06/02/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bree Clements Cota.
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