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Mary Tobin McGovern

Missionsquare Retirement

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About Mary Tobin McGovern

Mary McGovern is a financial advisor currently registered with Missionsquare Retirement. Mary has over 20 years of experience in the financial services industry. Mary has been in the financial services industry since 2000. Mary is a Certified Financial Planner (CFP®).

Firm Information

Mary McGovern 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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Mary McGovern’s Registration & Firm History

DC

02/29/2024 - Present

Missionsquare Retirement (WASHINGTON DC)

NJ

09/25/2020 - 02/01/2024

MORGAN STANLEY (Morristown NJ)

MD

02/08/2019 - 04/13/2020

M&T SECURITIES, INC. (BALTIMORE MD)

NJ

10/23/2009 - 01/05/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

NJ

11/17/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (FLORHAM PARK NJ)

NY

06/04/2001 - 03/04/2003

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

MO

10/03/2000 - 04/26/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NY

03/02/1998 - 01/12/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 02/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Tobin McGovern.
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