Elena Lepeshkova

MISSIONSQUARE RETIREMENT

LIVINGSTON, NJ

CRD#: 4238285

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Professional summary

Elena Lepeshkova, who also goes by Elena Lepeshkova Bedoya, Elena VIctorovna Lepeshkova, Elena V Lepeshkova Bedoya, Elena Victorovna Lepeshkova-bedoya, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Livingston, New Jersey and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.

Elena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Elena has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elena Lepeshkova Bedoya | Elena Victorovna Lepeshkova | Elena V Lepeshkova Bedoya | Elena Victorovna Lepeshkova-Bedoya

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 Elena Lepeshkova'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

June 25, 2026 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

LIVINGSTON, NJ

Current

June 24, 2026 - Present

MISSIONSQUARE WEALTH MANAGEMENT

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

CRD#: 23189

WASHINGTON, DC

Past

September 5, 2023 - June 6, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Jersey City, NJ

Past

September 5, 2023 - June 6, 2025

MORGAN STANLEY

CRD#: 149777

Jersey City, NJ

Past

August 13, 2014 - September 5, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Jersey City, NJ

Past

August 8, 2014 - September 5, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

Jersey City, NJ

Past

February 26, 2007 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 21, 2006 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 24, 2001 - November 24, 2003

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

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

New Jersey
(6/24/2026)

IAR

New Jersey
(6/25/2026)

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: 2/23/2007

Uniform Combined 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: 12/20/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/2001

Investment Company Products/Variable Contracts Representative 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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Firm Stability Insights

Elena Lepeshkova

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elena Lepeshkova's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE WEALTH MANAGEMENT

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMUNDI DISTRIBUTOR US, INC.

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2007

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2006

Series 6

Date: 6/13/2001

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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