linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sally Dewitt

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sally? Claim Your Profile

About Sally Dewitt

Sally DeWitt is a financial advisor with Missionsquare Retirement, a firm with a large amount of regulatory assets under management. Sally DeWitt is registered to provide investment advisory services in Washington and the District of Columbia. Sally DeWitt has 10 years of experience in the financial industry and has worked at several firms including UBS Financial Services Inc. and Foresters Financial Services, Inc. Sally DeWitt specializes in portfolio management for individuals and businesses.

Firm Information

Sally Dewitt 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sally Dewitt’s Registration & Firm History

DC

09/26/2023 - Present

Missionsquare Retirement (WASHINGTON DC)

OR

09/22/2021 - 11/03/2022

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

OR

06/20/2019 - 07/20/2020

CETERA INVESTMENT SERVICES LLC (BEAVERTON OR)

OR

02/12/2019 - 06/20/2019

FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)

TX

03/17/2014 - 01/09/2017

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

Not sure if Sally Dewitt is right for you?

Licenses & Designations

BOTH

Issued 04/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2015

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally Dewitt.
Not sure if Sally Dewitt is right for you?