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Brian Darrell Fylak

Missionsquare Retirement

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About Brian Darrell Fylak

Brian Fylak is a financial advisor with Missionsquare Retirement. Brian has been in the financial industry since August 1988. Brian works with individuals and businesses to help them achieve their financial goals. Brian has a wide range of experience in the financial industry, including investment management, financial planning, and retirement planning. Brian is registered with the Securities and Exchange Commission (SEC) and is a Certified Financial Planner. Brian is also a member of the Financial Industry Regulatory Authority (FINRA) and the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Brian Fylak 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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Brian Fylak’s Registration & Firm History

DC

03/27/2022 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

04/01/2013 - 02/23/2022

ALIGHT FINANCIAL SOLUTIONS, LLC (CHARLOTTE NC)

NC

02/09/2001 - 03/06/2013

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

NE

10/12/1999 - 03/30/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

05/13/1994 - 09/24/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

04/26/1990 - 05/27/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

08/18/1987 - 04/12/1990

HALPERT AND COMPANY, INC. (MILLBURN NJ)

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Licenses & Designations

IA

Issued 09/17/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Darrell Fylak. Review regulatory record here.
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