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Daryl Charles Pereira dennis

Missionsquare Retirement

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About Daryl Charles Pereira dennis

Daryl Charles Pereira dennis is a registered investment advisor representative with Missionsquare Retirement. Daryl has been working in the financial industry since March 14, 2012. Daryl is licensed in District of Columbia and Virginia and is Series 63, Series 65, Series 7, and SIE licensed. Daryl previously worked at Folio Investments, Inc., CUSO Financial Services, L.P., Raymond James Financial Services, Inc., AXA Advisors, LLC, and E1 Asset Management, Inc..

Firm Information

Daryl Pereira dennis 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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Daryl Pereira dennis’s Registration & Firm History

DC

03/16/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

VA

03/11/2014 - 06/14/2017

FOLIO INVESTMENTS, INC. (MCLEAN VA)

MD

03/11/2013 - 01/31/2014

CUSO FINANCIAL SERVICES, L.P. (OXON HILL MD)

VA

08/08/2012 - 11/15/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (VIENNA VA)

VA

11/30/2011 - 06/05/2012

AXA ADVISORS, LLC (FALLS CHURCH VA)

DC

05/09/2011 - 10/12/2011

E1 ASSET MANAGEMENT, INC. (WASHINGTON DC)

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Licenses & Designations

IA

Issued 08/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daryl Charles Pereira dennis.
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