David Gordon Nesmith
Financial advisor at Missionsquare Retirement · Washington, DC
Last updated 2026-10-10
Claim your profileDavid Gordon Nesmith is a financial advisor at Missionsquare Retirement in Washington, DC, CRD 6579825. Licenses and exams on the registration: Series 66. IAPD registration began 2019-12-18.
Registration
- CRD number
- 6579825
- Registration status
- Active
- IAPD registration
- 2019-12-18
- Industry Experience
- 6 years
- Work Experience
- 35 years
- States registered
- IL, IN, MI, WI
Licenses and exams
- Series 66
Work history
- 2019-07 to 2021-11 · Edward Jones · St.louis, MO
- 1991-04 to 2020-09 · US Army Reserve · Mustang, OK
- 2023-01 to Present · Missionsquare Investment Services · Washington, DC
- 2023-01 to Present · Missionsquare Retirement · Washington, DC
- 2022-04 to 2022-10 · Allen Marine Tours · Juneau, AK
- 2021-12 to 2022-03 · Retired Military · Melbourne, FL
Current employment
- Missionsquare Retirement · Washington, DC
Missionsquare Retirement
- Regulatory AUM
- $6,308,216,088
- Registered advisors
- 132
- Offices
- 119
- Clients per advisor
- 307.0 (Very high)
- Average AUM per client
- $155.7K (Low)
- High-net-worth client ratio
- 1.0% (Low)
Missionsquare Retirement: advisors, services and reported ETF investments
About
David Gordon Nesmith is a financial advisor at Missionsquare Retirement in Washington, DC. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 35 years of reported work history. Reported roles include Missionsquare Investment Services, Allen Marine Tours, Retired Military, Edward Jones, among others.
Missionsquare Retirement's firm-level Form ADV reports 132 advisors across 119 offices; approximately 307.0 clients per advisor, average assets per client of $155,655, and regulatory AUM of $6.3B; client categories including Individuals (non-HNW), High net worth individuals, Insurance companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $230M across 6 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Gordon Nesmith personally.
Reported ETF positions
Missionsquare Retirement reports 6 ETF positions worth $230M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IWR — iShares Russell Mid-Cap ETF | $77.5M |
| BSV — Vanguard Short-Term Bond ETF | $60.5M |
| IVV — iShares Core S&P 500 ETF | $60.4M |
| VCSH — Vanguard Short-Term Corporate Bond ETF | $14.4M |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $10.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Missionsquare Retirement's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $60.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $60.4M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IWR — iShares Russell Mid-Cap ETF | $77.5M | Top 97.4% | Residual alpha +0.56% · Residual Sharpe 0.03 |
| Diversification Benefits | EEM — iShares MSCI Emerging Index Fund | $6.9M | Top 71.1% | Replicability (R²) 93.9% · Residual Sharpe 0.02 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Missionsquare Retirement on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Engaged in Other Business
- Other Business Is Primary Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
Location
777 North Capitol Street NE, Suite 600, Washington, DC 20002-4240
132 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 202-962-4600
- Website: icmarc.org
- Youtube
Official record
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