Edward J. Sizemore
Professional summary
Edward Joseph Sizemore III, who also goes by Trey Sizemore, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Nashville, Tennessee and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Edward has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Sizemore III's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2017 - Present
MISSIONSQUARE RETIREMENT
August 18, 2006 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240August 17, 2004 - May 31, 2005
J.P. TURNER & COMPANY, L.L.C.
October 8, 2001 - July 13, 2004
PFS INVESTMENTS INC.
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
(1/24/2022)
(1/25/2022)
(6/24/2016)
(9/19/2024)
(8/10/2016)
(2/27/2017)
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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