Manuel Beltran zuniga
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 RetirementJun 2025 to now
- Missionsquare Investment ServicesJun 2025 to now
- Bank of America, N.A.Dec 2022 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Jun 2025
- Wells Fargo Clearing Services, LLCSep 2019 to Oct 2022
- Wells Fargo Bank, NAApr 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7181585
- Firm CRD
- 108783