ED
Eric W. Dobrzynski
MISSIONSQUARE WEALTH MANAGEMENT
Murrieta, CA
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CRD#: 5476791
ED
Professional summary
Eric Walter Dobrzynski, CFP® is a registered financial professional currently at MISSIONSQUARE WEALTH MANAGEMENT located in Murrieta, California.
Eric is registered as a 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"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Eric Walter Dobrzynski'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®
CFP®
Start date: 2016
Experience
Current
March 7, 2022 - Present
MISSIONSQUARE WEALTH MANAGEMENT
BD
CRD#: 23189
Murrieta, CA
Past
March 7, 2022 - March 6, 2026
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
Scottsdale, AZ
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.
BD
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.
BD
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
BD
CRD#: 29604
BAY CITY, MI
Past
June 9, 2010 - October 17, 2012
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
MACOMB, MI
Past
December 3, 2008 - May 20, 2010
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
SOUTHFIELD, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(1/10/2026)
RR
Alaska(1/10/2026)
RR
Arizona(8/11/2025)
RR
Arkansas(1/10/2026)
RR
California(1/10/2026)
RR
Colorado(1/10/2026)
RR
Connecticut(1/10/2026)
RR
Delaware(1/10/2026)
RR
District of Columbia(3/7/2022)
RR
Florida(1/10/2026)
RR
Georgia(1/10/2026)
RR
Hawaii(1/10/2026)
RR
Idaho(1/10/2026)
RR
Illinois(1/10/2026)
RR
Indiana(1/10/2026)
RR
Iowa(1/10/2026)
RR
Kansas(1/10/2026)
RR
Kentucky(1/10/2026)
RR
Louisiana(1/10/2026)
RR
Maine(1/10/2026)
RR
Maryland(1/10/2026)
RR
Massachusetts(1/10/2026)
RR
Michigan(1/10/2026)
RR
Minnesota(1/10/2026)
RR
Mississippi(1/10/2026)
RR
Missouri(1/10/2026)
RR
Montana(1/10/2026)
RR
Nebraska(1/10/2026)
RR
Nevada(1/10/2026)
RR
New Hampshire(1/10/2026)
RR
New Jersey(1/10/2026)
RR
New Mexico(1/10/2026)
RR
New York(1/10/2026)
RR
North Carolina(1/10/2026)
RR
North Dakota(1/10/2026)
RR
Ohio(1/12/2026)
RR
Oklahoma(1/10/2026)
RR
Oregon(1/10/2026)
RR
Pennsylvania(1/10/2026)
RR
Rhode Island(1/10/2026)
RR
South Carolina(1/10/2026)
RR
South Dakota(1/10/2026)
RR
Tennessee(1/10/2026)
RR
Texas(1/10/2026)
RR
Utah(1/10/2026)
RR
Vermont(1/10/2026)
RR
Virginia(1/10/2026)
RR
Washington(1/10/2026)
RR
West Virginia(1/10/2026)
RR
Wisconsin(1/10/2026)
RR
Wyoming(1/10/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MISSIONSQUARE WEALTH MANAGEMENT
ICMA - RC SERVICES, INC. | MISSIONSQUARE WEALTH MANAGEMENT | MISSIONSQUARE INVESTMENT SERVICES | ICMA-RC SERVICES, LLC
CRD#: 23189 / SEC#: , 8-40268
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Mailing Address
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
Phone number
(202) 962-4600
Established
Delaware since 12/31/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
211
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION D/B/A MISSIONSQUARE RETIREMENT | MEMBER/OWNER | |
| GANEY, PETER DAVIDSON | MANAGER | 2282691 |
| HOGENDORN, SHANNON DANIEL | CHIEF OPERATIONS OFFICER | 3221945 |
| HOGENDORN, SHANNON DANIEL | PRESIDENT & PRINCIPAL MANAGER | 3221945 |
| RICHARDS, CLIFF LAWRENCE | CHIEF COMPLIANCE OFFICER | 2974428 |
| WHITTY, RICHARD PATRICK | TREASURER/FINOP | 1988149 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
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.
