Zoran I. Lozo
Professional summary
Zoran Ivan Lozo, CFP®, who also goes by Zoran I. Lozo, Zoran L Milanovic, Zoran Milanovic, Zoran Milanovich, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Woodland Hills, California and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Zoran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Zoran has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zoran Ivan Lozo's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2015 - Present
MISSIONSQUARE RETIREMENT
July 28, 2015 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240March 6, 2015 - June 25, 2015
FIRST BROKERAGE AMERICA, L.L.C.
March 5, 2015 - June 25, 2015
FIRST BROKERAGE AMERICA, L.L.C.
November 26, 2012 - March 5, 2015
LPL FINANCIAL LLC
November 16, 2012 - March 5, 2015
LPL FINANCIAL LLC
September 28, 2010 - November 2, 2012
CUSO FINANCIAL SERVICES, L.P.
September 23, 2010 - November 2, 2012
CUSO FINANCIAL SERVICES, L.P.
March 30, 2005 - September 20, 2010
CUNA BROKERAGE SERVICES, INC.
March 30, 2005 - September 20, 2010
CUNA BROKERAGE SERVICES, INC.
November 7, 2003 - March 4, 2005
ESSEX NATIONAL SECURITIES, LLC
September 15, 2003 - March 4, 2005
ESSEX NATIONAL SECURITIES, LLC
July 31, 2003 - September 15, 2003
GATEWAY INVESTMENT SERVICES, INC.
May 13, 2002 - July 24, 2003
PRINCIPAL SECURITIES, INC.
May 13, 2002 - July 24, 2003
PRINCIPAL SECURITIES, INC.
October 31, 2001 - May 13, 2002
QUICK & REILLY, INC.
October 9, 2000 - October 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 21, 1997 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 21, 1997 - October 6, 2000
EQUITABLE ADVISORS, LLC
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
(7/28/2015)
(7/28/2015)
(3/1/2023)
(4/12/2023)
(6/19/2020)
(8/7/2015)
(8/7/2015)
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 | ||
| 01/27/2023 |
Red Flags
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