Vainius B. Gleveckas

MISSIONSQUARE RETIREMENT

VIRGINIA BEACH, VA

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CRD#: 4336635

Professional summary

Vainius Bronius Gleveckas, who also goes by Vainy Gleveckas, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Virginia Beach, Virginia and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.

Vainius is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Vainius has worked at 15 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vainy Gleveckas

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 Vainius Bronius Gleveckas'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 19, 2018 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

VIRGINIA BEACH, VA

Current

June 19, 2018 - Present

MISSIONSQUARE INVESTMENT SERVICES

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

CRD#: 23189

Washington, DC

Past

June 8, 2018 - June 8, 2018

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

VIRGINIA BEACH, VA

Past

June 8, 2018 - June 8, 2018

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

Richmond, VA

Past

March 5, 2018 - May 22, 2018

FLEXIBLE PLAN INVESTMENTS LTD

RIA

CRD#: 110762

Virginia Beach, VA

Past

September 12, 2017 - June 14, 2018

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

ROCKVILLE, MD

Past

April 23, 2016 - May 26, 2017

POTOMAC

RIA

CRD#: 105413

Virginia Beach, VA

Past

June 30, 2015 - January 4, 2016

ARROW INVESTMENT ADVISORS, LLC

RIA

CRD#: 139652

VIRGINIA BEACH, VA

Past

June 30, 2015 - January 4, 2016

ARCHER DISTRIBUTORS, LLC

CRD#: 158961

LAUREL, MD

Past

February 19, 2014 - July 9, 2015

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

VIRGINIA BEACH, VA

Past

September 16, 2013 - July 9, 2015

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

June 13, 2011 - January 23, 2012

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

January 24, 2007 - June 29, 2009

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

NORFOLK, VA

Past

December 14, 2005 - November 14, 2006

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

ARLINGTON HEIGHTS, IL

Past

December 14, 2005 - November 14, 2006

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

ARLINGTON HEIGHTS, IL

Past

February 4, 2004 - December 31, 2005

HARRISDIRECT LLC

RIA

CRD#: 42159

BUFFALO GROVE, IL

Past

January 26, 2004 - December 31, 2005

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

September 27, 2001 - February 22, 2002

ADVANCED EQUITIES, INC.

CRD#: 35545

CHICAGO, IL

Past

February 12, 2001 - July 24, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 12, 2001 - July 24, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Colorado
(1/28/2025)

Connecticut
(1/28/2025)

Delaware
(1/28/2025)

District of Columbia
(1/28/2025)

Idaho
(1/28/2025)

Kansas
(1/28/2025)

Maine
(1/28/2025)

Maryland
(1/28/2025)

Massachusetts
(1/28/2025)

Montana
(1/28/2025)

Nebraska
(1/28/2025)

New Hampshire
(1/28/2025)

New Jersey
(1/28/2025)

New Mexico
(1/28/2025)

New York
(1/28/2025)

North Dakota
(1/28/2025)

Oklahoma
(1/28/2025)

Pennsylvania
(1/28/2025)

Rhode Island
(1/28/2025)

South Carolina
(1/28/2025)

Texas
(1/28/2025)

Utah
(1/28/2025)

Vermont
(1/28/2025)

Virginia
(6/19/2018)

IAR

Virginia
(6/19/2018)

Wyoming
(1/28/2025)

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: 2/18/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/2001

General Securities 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

GUIDED PATHWAYS ADVISORY SERVICES (10/30/2025)

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

INSTITUTIONAL ASSET ALLOCATION 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
01/27/2023	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

Vainius B. Gleveckas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vainius Bronius Gleveckas's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE INVESTMENT SERVICES

MISSIONSQUARE RETIREMENT

MISSIONSQUARE INVESTMENT SERVICES

FLEXIBLE PLAN INVESTMENTS LTD

CEROS FINANCIAL SERVICES, INC.

POTOMAC

ARROW INVESTMENT ADVISORS, LLC

ARCHER DISTRIBUTORS, LLC

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

NORTHERN LIGHTS DISTRIBUTORS, LLC

CAPITAL CLIENT GROUP, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

HARRISDIRECT LLC

HARRISDIRECT LLC

ADVANCED EQUITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/9/2001

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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