TrueAdvisor
TrueAdvisor
BF
CFP
BF
CFP

Brian Darrell Fylak

Missionsquare Retirement
37 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Missionsquare Retirement
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1999
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Investment ServicesBroker
February 2022 - Present · 4 yrs
Missionsquare Investment Services
February 2022 - Present · 4 yrs
Missionsquare Retirement
February 2022 - Present · 4 yrs
Previous Registrations
Alight Financial Advisors, LLC
April 2013 - February 2022 · 8 yrs 10 mos
Alight Financial Solutions, LLCBroker
April 2013 - February 2022 · 8 yrs 10 mos
Tiaa-Cref Advice and Planning Services
September 2007 - March 2013 · 5 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2001 - March 2013 · 12 yrs 1 mo
TD Waterhouse Investor Services, INC.Broker
October 1999 - March 2000 · 5 mos
Salomon Smith Barney INC.Broker
May 1994 - September 1999 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - May 1994 · 4 yrs 1 mo
Halpert and Company, INC.Broker
August 1987 - April 1990 · 2 yrs 8 mos
State Registrations2 states
DCNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.