Brandi Kachouri
Investment adviser representative at Missionsquare Retirement
14 yearsExperience
14 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 2025 to now
- Missionsquare Investment ServicesOct 2025 to now
- UnemployedNov 2024 to Sep 2025
- Raymond James Financial Services Advisors Inc.May 2018 to Oct 2024
- Raymond James Financial Services, Inc.Nov 2012 to Oct 2024
- Swain Wealth PartnersNov 2012 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 14 states (AZ, CO, DC, IA, MD, NE, NM, OK, OR, TX, UT, VA, WA, WY).
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
- 6138313
- Firm CRD
- 108783