Robert D Wilson
Investment adviser representative at Missionsquare Retirement
11 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
11 years in the industry.
- Missionsquare RetirementMar 2025 to now
- Missionsquare Investment ServicesMar 2025 to now
- UnemployedNov 2024 to Feb 2025
- Dimensional Fund AdvisorsNov 2023 to Oct 2024
- Charles Schwab & Co., Inc.Aug 2021 to Nov 2023
- Charles Schwab Bank, SsbAug 2021 to Nov 2023
- Fidelity InvestmentsFeb 2021 to Aug 2021
- TD AmeritradeJun 2019 to Jan 2021
- Transamerica Investors Securities CorporationApr 2015 to Jun 2019
- Transamerica Retirement SolutionsApr 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6290057
- Firm CRD
- 108783