Andre D. Robinson

MISSIONSQUARE RETIREMENT

Collegeville, PA

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CRD#: 3161714

Professional summary

Andre David Robinson, who also goes by Andre D Robinson, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Collegeville, Pennsylvania and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Andre is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Andre has worked at 9 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 4 and Series 24 exams.

Aliases

Andre D Robinson

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) - RIA

Click below to view Andre David Robinson'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®

None

Experience

Current

July 6, 2026 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Collegeville, PA

Current

July 6, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240

CRD#: 23189

WASHINGTON, DC

Past

May 4, 2022 - July 12, 2023

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

Collegeville, PA

Past

May 4, 2022 - July 23, 2024

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

Collegeville, PA

Past

May 11, 2020 - July 23, 2024

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

WINDSOR, CT

Past

July 12, 2012 - July 23, 2024

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WINDSOR, CT

Past

July 12, 2012 - July 23, 2024

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

November 14, 2007 - March 14, 2011

BNY ADVISORS

RIA

CRD#: 106108

MALVERN, PA

Past

October 25, 2005 - March 14, 2011

PERSHING LLC

CRD#: 7560

MALVERN, PA

Past

January 8, 2002 - March 26, 2004

AMG DISTRIBUTORS, INC.

CRD#: 27314

STAMFORD, CT

Past

September 16, 1999 - April 18, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 Approved)

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

Pennsylvania
(7/6/2026)

IAR

Pennsylvania
(7/6/2026)

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

IAR

Series 66

Date: 8/28/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/15/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/19/2007

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

CRD#: 108783 / SEC#: 801-18273

RIA

Registered Investment Advisory firm - (1/19/1983 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(202) 962-4600

Established

Firm type

Fiscal year end

# of Employees

599

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (2/6/2026)

GUIDED PATHWAYS ADVISORY SERVICES (2/6/2026)

INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)

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	Cover Page	Report
01/27/2025	Cover Page	Report
10/27/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Andre D. Robinson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre David Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE WEALTH MANAGEMENT

VOYA FINANCIAL PARTNERS, LLC

VOYA FINANCIAL PARTNERS, LLC

VOYA RETIREMENT ADVISORS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

BNY ADVISORS

PERSHING LLC

AMG DISTRIBUTORS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2007

Series 63

Date: 8/12/1999

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/12/2000

Series 6

Date: 9/15/1999

Series 4

Date: 11/19/2007

Series 24

Date: 6/21/2007

FINRA

Current Firm

MISSIONSQUARE RETIREMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MISSIONSQUARE RETIREMENT

TRUST BUT VERIFY

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