Raymond David Ortiz
Investment adviser representative at Missionsquare Retirement
14 yearsExperience
5 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
14 years in the industry.
- Missionsquare RetirementOct 2014 to now
- Icma Retirement CorporationOct 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, CO, NV, UT).
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
- 6137875
- Firm CRD
- 108783