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Lynwood Leroy Hill

Missionsquare Retirement

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About Lynwood Leroy Hill

Lynwood Leroy Hill is a registered representative with Missionsquare Retirement. Lynwood Hill has been in the financial services industry since February 11, 2002 and is currently registered with the state of Maryland for both broker-dealer and investment advisor activities. Lynwood Hill has also worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and UVEST FINANCIAL SERVICES GROUP, INC in the past. Lynwood Hill has passed the Series 4, 7, 24, 52, 53, 63, and 65 examinations and is qualified to provide financial advice in areas such as portfolio management for businesses and individuals.

Firm Information

Lynwood Hill 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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Lynwood Hill’s Registration & Firm History

DC

10/23/2024 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

05/10/2004 - 06/11/2014

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

NC

01/25/2002 - 01/08/2004

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NJ

05/08/2000 - 01/25/2002

CSFBDIRECT, LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 06/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2017

Series 4 - Registered Options Principal Examination

BC

Issued 12/30/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/18/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynwood Leroy Hill.
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