Eric W. Dobrzynski

MISSIONSQUARE RETIREMENT

Scottsdale, AZ

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CRD#: 5476791

Professional summary

Eric Walter Dobrzynski, CFP® is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Scottsdale, Arizona and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Eric has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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: Sr. Financial Planner Start date of your relationship: 2/22/2022 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Walter Dobrzynski'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 7, 2022 - Present

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Scottsdale, AZ

Current

March 7, 2022 - Present

MISSIONSQUARE INVESTMENT SERVICES

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

CRD#: 23189

Washington, DC

Past

November 5, 2018 - February 25, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BAY CITY, MI

Past

November 5, 2018 - February 25, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Bay City, MI

Past

October 4, 2013 - November 6, 2018

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BAY CITY, MI

Past

September 20, 2013 - November 6, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

BAY CITY, MI

Past

January 4, 2013 - October 3, 2013

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

BAY CITY, MI

Past

October 25, 2012 - October 3, 2013

NATIONAL PLANNING CORPORATION

CRD#: 29604

BAY CITY, MI

Past

June 9, 2010 - October 17, 2012

NATIONAL PLANNING CORPORATION

CRD#: 29604

MACOMB, MI

Past

December 3, 2008 - May 20, 2010

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

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

Arizona
(8/11/2025)

IAR

Arizona
(8/11/2025)

District of Columbia
(3/7/2022)

IAR

District of Columbia
(3/21/2022)

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 65

Date: 9/7/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/2/2008

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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Eric W. Dobrzynski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Walter Dobrzynski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE INVESTMENT SERVICES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

HANTZ FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MISSIONSQUARE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2012

Series 63

Date: 11/1/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2008

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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