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Nadia Omar Schmidt

Missionsquare Retirement

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About Nadia Omar Schmidt

Nadia Omar Schmidt is a registered Investment Advisor Representative. Nadia is registered with Missionsquare Retirement and has 2 years of experience in the financial services industry. Nadia is also registered with the states of Alabama and the District of Columbia. Nadia's previous experience includes working with SIMON Markets LLC.

Firm Information

Nadia Schmidt 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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Nadia Schmidt’s Registration & Firm History

DC

03/05/2024 - Present

Missionsquare Retirement (WASHINGTON DC)

AL

11/22/2022 - 09/22/2023

SIMON MARKETS LLC (Birmingham AL)

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Licenses & Designations

IA

Issued 01/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Nadia Omar Schmidt. Review regulatory record here.
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