MA
Meenu L. Annamalai
MISSIONSQUARE RETIREMENT
Foster City, CA
Some features on this profile are disabled
CRD#: 4903985
MA
Professional summary
Meenu L Annamalai, who also goes by Meenu Love Annamalai, Meenakshi Chockalingam, Meenu Chockalingam, Meenakshi C Natarajan, Meenakshi Chockalingam Natarajan, Meenu Natarajan, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Foster City, California and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Meenu is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Meenu has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7TO, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meenu Love Annamalai | Meenakshi Chockalingam | Meenu Chockalingam | Meenakshi C Natarajan | Meenakshi Chockalingam Natarajan | Meenu Natarajan
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.
Name of the other business: MissionSquare Retirement. Address of the other business: 777 N. Capitol Street, NE, Washington, DC 20002. Nature of the other business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities ("plan sponsors") in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Is the business investment-related? Yes. Position, title, or relationship with the other business: MVP, Field Sales. Start date of your relationship: 8/4/2025. Approximate number of hours/month you devote to the other business: 160 (~8hr/day). Number of hours you devote to the other business during securities trading hours (9:30 am-4:00 pm EST): 8. Name: Women in Leadership Alumnae (WILA). Non-investment related. Nature of Business: WILA is a global network of University of California, Berkeley, Haas school of business alumnae dedicated to fostering a supportive community that uplifts and empowers women. Through connection and collaboration, we celebrate the impact of bringing women together. Address: Haas School of Business, 2220 Piedmont Ave, Berkeley, CA 94720. Position: Board Member, Question the Status Quo Pillar. Start Date: 10/15/2024. Hours per month devoted to other business 2; during securities trading hours 0. Duties: Strategy and ideation for alumni engagement.
CRS (Client Relationship Summary) - RIA
Click below to view Meenu L Annamalai's 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®
NoneExperience
Current
November 3, 2025 - Present
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
Foster City, CA
Current
August 5, 2025 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240BD
CRD#: 23189
Washington, DC
Past
December 2, 2022 - June 26, 2025
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
SAN FRANCISCO, CA
Past
October 9, 2012 - May 20, 2013
FINANCIAL TELESIS INC
BD
CRD#: 31012
SAN MATEO, CA
Past
November 16, 2009 - March 30, 2011
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
PLEASANT HILL, CA
Past
August 14, 2008 - July 29, 2009
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
SEATTLE, WA
Past
February 1, 2005 - June 4, 2008
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
REDMOND, WA
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".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
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.RR
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
RR
Arizona(11/3/2025)
RR
California(8/5/2025)
IAR
California(11/3/2025)
IAR
Nevada(11/4/2025)
IAR
Utah(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION
CRD#: 108783 / SEC#: 801-18273
RIA
Registered Investment Advisory firm - (1/19/1983 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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
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.
