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Steven James Scott

Missionsquare Retirement

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About Steven James Scott

Steven Scott is a financial advisor with Missionsquare Retirement. Steven has been in the industry since 1999 and has experience in investment advisory services. Steven has the Series 7, Series 26, Series 65, and Series 66 licenses and is registered with the state of Virginia. Steven has experience with individuals, businesses and insurance companies.

Firm Information

Steven Scott 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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Steven Scott’s Registration & Firm History

DC

08/25/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

MD

07/20/2004 - 09/23/2010

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCKVILLE MD)

MD

07/20/2004 - 09/23/2010

MUTUAL OF AMERICA SECURITIES CORPORATION (ROCKVILLE MD)

MN

12/15/1999 - 07/12/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/15/1999 - 07/12/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven James Scott.
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