Richard P. Gill
Professional summary
Richard Patrick Gill, CFP® is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in San Mateo, California and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Richard has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Patrick Gill's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 3, 2022 - Present
MISSIONSQUARE RETIREMENT
May 3, 2022 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240July 7, 2005 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 2, 2000 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
November 3, 1995 - August 29, 2000
IFMG SECURITIES, INC.
February 3, 1995 - November 3, 1995
ASB FINANCIAL SERVICES
May 10, 1993 - January 31, 1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
March 27, 1992 - June 7, 1993
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
March 1, 1991 - February 3, 1992
CARILLON INVESTMENTS, INC.
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/3/2022)
(5/3/2022)
(5/3/2022)
(5/6/2022)
Exams
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 3/15/2022
General Securities Representative ExaminationFINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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