Anne Marie Wilson
Investment adviser representative at Missionsquare Retirement
26 yearsExperience
13 statesRegistered 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
26 years in the industry.
- Missionsquare RetirementAug 2016 to now
- Icma-rcJul 2016 to now
- Gjp RealtyMay 2010 to now
- Six Foot Blonde BandSep 2009 to now
- Valiant InvestmentsJun 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 13 states (CT, DE, KY, MD, ME, NH, NJ, NY, OH, PA, RI, VT, WV).
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
- 5992331
- Firm CRD
- 108783