Nancy Agaiby
Professional summary
Nancy Agaiby, who also goes by Nahed Abdallah, Nancy Abdallah, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Sunnydale, California and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Nancy has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Agaiby's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2024 - Present
MISSIONSQUARE RETIREMENT
March 19, 2024 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240May 21, 2018 - August 7, 2023
VOYA FINANCIAL ADVISORS, INC.
May 21, 2018 - August 7, 2023
VOYA FINANCIAL ADVISORS, INC.
August 13, 2004 - April 26, 2018
STRATEGIC ADVISERS LLC
August 13, 2004 - April 25, 2018
FIDELITY BROKERAGE SERVICES LLC
November 13, 2003 - July 28, 2004
WELLS FARGO INVESTMENTS, LLC
October 31, 2003 - July 28, 2004
WELLS FARGO INVESTMENTS, LLC
November 21, 2002 - May 12, 2003
QUICK & REILLY, INC.
October 11, 2001 - May 12, 2003
QUICK & REILLY, INC.
November 14, 2000 - April 25, 2001
LPL FINANCIAL LLC
February 24, 2000 - July 28, 2000
BROKERAGEAMERICA, LLC
July 12, 1999 - July 27, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 25, 1997 - July 12, 1999
BA INVESTMENT SERVICES, INC.
February 20, 1997 - May 27, 1997
INTERFIRST CAPITAL CORPORATION
September 5, 1996 - October 15, 1996
E*TRADE SECURITIES LLC
February 13, 1995 - April 13, 1995
WADDELL & REED
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
(3/19/2024)
(3/19/2024)
(12/2/2024)
Exams
FINRA
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 |
Red Flags
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