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Ryan Michael Bertrand

Missionsquare Retirement

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About Ryan Michael Bertrand

Ryan Michael Bertrand is a registered representative with Missionsquare Retirement and is located in Washington, DC. Ryan has over 10 years of experience in the financial services industry and has held various positions at Wells Fargo Advisors LLC, including a Financial Advisor role. Ryan's professional licenses include the Series 6, 7, 63, 65, and SIE exams, and he specializes in portfolio management for individuals and businesses. Ryan is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Ryan Bertrand 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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Ryan Bertrand’s Registration & Firm History

DC

08/26/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

CA

02/28/2017 - 05/05/2020

WELLS FARGO CLEARING SERVICES, LLC (ORINDA CA)

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Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan Michael Bertrand. Review regulatory record here.
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