Donnell E. Williams
Professional summary
Donnell Earl Williams Jr, who also goes by Donnell Earl Williams Jr., Donnell Earl Williams, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Washington, District Of Columbia and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Donnell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donnell has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donnell Earl Williams Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2019 - Present
MISSIONSQUARE RETIREMENT
Office #1: 777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240April 12, 2016 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240January 3, 2011 - September 17, 2015
VOYA FINANCIAL ADVISORS, INC.
November 27, 2002 - January 3, 2011
VOYA FINANCIAL PARTNERS, 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
(4/12/2016)
(11/25/2019)
(11/19/2019)
(11/19/2019)
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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