Dayla Cabeza De Vaca
Professional summary
Dayla Cabeza De Vaca, CFP®, who also goes by Dayla M Cabeza De Vaca, Dayla Marie Cabeza De Vaca, Dayla Marie Clayton, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Lomita, California and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Dayla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Dayla has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dayla Cabeza De Vaca's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
December 19, 2025 - Present
MISSIONSQUARE RETIREMENT
December 19, 2025 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240July 10, 2024 - August 8, 2025
T. ROWE PRICE ADVISORY SERVICES, INC.
June 13, 2023 - August 8, 2025
T. ROWE PRICE INVESTMENT SERVICES, INC.
August 26, 2015 - March 23, 2023
MISSIONSQUARE RETIREMENT
August 25, 2015 - March 23, 2023
MISSIONSQUARE WEALTH MANAGEMENT
December 3, 2010 - August 14, 2015
MML INVESTORS SERVICES, LLC
December 2, 2010 - August 14, 2015
MML INVESTORS SERVICES, LLC
September 9, 2005 - November 12, 2010
UBS FINANCIAL SERVICES INC.
August 16, 2005 - November 12, 2010
UBS FINANCIAL SERVICES 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
(12/23/2025)
(12/26/2025)
(12/19/2025)
(12/19/2025)
(12/23/2025)
(12/22/2025)
(12/19/2025)
(12/19/2025)
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 |
Red Flags
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