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Travis Diego Trujillo

Missionsquare Retirement

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About Travis Diego Trujillo

Travis Diego Trujillo is an investment advisor representative registered with Missionsquare Retirement in Washington, DC. Travis has been in the industry since April 19, 2015 and has a combined 24 years of experience in the securities industry. Travis has worked at Fidelity Investments Institutional Services Company, Inc. in Smithfield, RI before joining Missionsquare Retirement. Travis holds Series 6, 7, 24, 63 and 66 securities licenses and is registered to conduct business in 30 states.

Firm Information

Travis Trujillo 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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Travis Trujillo’s Registration & Firm History

DC

10/18/2018 - Present

Missionsquare Retirement (WASHINGTON DC)

RI

11/02/1998 - 03/20/2002

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 10/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Diego Trujillo.
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