Maria A. Kersey

MISSIONSQUARE WEALTH MANAGEMENT

Sterling, VA

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CRD#: 2030419

Professional summary

Maria Antoinette Kersey, CFP®, who also goes by Toni Kersey, Toni Kersey, is a registered financial advisor currently at MISSIONSQUARE WEALTH MANAGEMENT located in Sterling, Virginia.

Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Maria has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Toni Kersey | Toni Kersey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Maria Antoinette Kersey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 3, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189

Sterling, VA

Current

September 8, 2022 - Present

MISSIONSQUARE WEALTH MANAGEMENT

CRD#: 23189

Havertown, PA

Past

September 8, 2022 - March 16, 2026

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Sterling, VA

Past

July 21, 2021 - September 6, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Sterling, VA

Past

April 22, 2021 - September 6, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Sterling, VA

Past

February 14, 2020 - March 23, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

RESTON, VA

Past

June 28, 1999 - September 10, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

FAIRFAX, VA

Past

November 11, 1994 - April 13, 1999

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(2/27/2026)

District of Columbia
(2/27/2026)

Maryland
(2/27/2026)

Massachusetts
(2/27/2026)

New York
(2/27/2026)

Virginia
(9/8/2022)

IAR

Virginia
(3/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/10/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC

CRD#: 23189 / SEC#: , 8-40268

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

Mailing Address

777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

Phone number

(202) 962-4600

Established

Delaware since 12/31/1998

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

211

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Part 2 Brochures

Direct owners and executive officers

Name	Position	CRD#
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT	MEMBER/OWNER
GANEY, PETER DAVIDSON	MANAGER	2282691
HOGENDORN, SHANNON DANIEL	CHIEF OPERATIONS OFFICER	3221945
HOGENDORN, SHANNON DANIEL	PRESIDENT & PRINCIPAL MANAGER	3221945
RICHARDS, CLIFF LAWRENCE	CHIEF COMPLIANCE OFFICER	2974428
WHITTY, RICHARD PATRICK	TREASURER/FINOP	1988149

Disclosures

Regulatory Event	3
Arbitration	2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Maria A. Kersey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Maria Antoinette Kersey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE WEALTH MANAGEMENT

MISSIONSQUARE WEALTH MANAGEMENT

MISSIONSQUARE RETIREMENT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 12/2/1994

SIE

Date: 10/1/2018

Series 7

Date: 3/12/2005

Series 6

Date: 11/10/1994

FINRA

Current Firm

MISSIONSQUARE WEALTH MANAGEMENT

Contact information

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

MISSIONSQUARE WEALTH MANAGEMENT

TRUST BUT VERIFY

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