Adviser and broker representative · Missionsquare Retirement
Charles F. Mansfield
CRD 2225900 · Washington, DC
At a glance
Charles F. Mansfield is an investment adviser representative with Missionsquare Retirement in Washington, DC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2002, about 24 years ago. Charles is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Missionsquare RetirementSince October 2020Washington, DC · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.