Sally Dewitt
Investment adviser representative at Missionsquare Retirement
24 yearsExperience
1 stateRegistered in
$6.3BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Missionsquare RetirementSep 2026 to now
- Missionsquare Investment ServicesSep 2023 to now
- Missionsquare RetirementSep 2023 to Mar 2026
- M Holdings Securities, Inc.Sep 2021 to Nov 2022
- Cetera InvestorsJul 2019 to Jun 2020
- Foresters Advisory ServicesFeb 2019 to Jun 2019
- Foresters Financial ServicesOct 2018 to Jun 2019
- Fisher InvestmentsJun 2017 to May 2018
- UBS Fiancial ServicesMay 2013 to Jan 2017
- UnemployedDec 2002 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Missionsquare Retirement
Legal name: International City Management Association Retirement Corporation
$6.3BAssets managed
40,527Clients
132Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5894203
- Firm CRD
- 108783