Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
8yrs
Paul Hellman
Financial advisor at Missionsquare Retirement
Based in Washington, District of Columbia, Paul Hellman is a financial advisor with 8 years of industry experience. Paul joined Missionsquare Retirement in 2023, after three years at Ernst & Young Investment Advisers. Paul holds the CFP® designation.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office777 North Capitol Street NE, Suite 600, Washington, DC 20002
How the firm is paid ?Percent of assets
Typical client at the firm ?$141,650
Advisors at the firm131
States licensed ?1 state
Services through Missionsquare Retirement
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowMissionsquare RetirementCurrent firm
- 2019 – 2022Ernst & Young Investment Advisers LLPPreviously
Contact Paul
(202) 962-4600Missionsquare Retirement main office 777 North Capitol Street NE, Suite 600Washington, DC 20002Office · Get directions LinkedIn pageMissionsquare Retirement
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Paul
Tailored to Paul’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Missionsquare Retirement at (202) 962-4600 and ask for Paul Hellman. Paul works from the Washington, DC office.
How long has Paul been a financial advisor?
Paul has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Paul hold?
Series 63. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Paul paid?
Missionsquare Retirement reports being paid by a percentage of the assets they manage. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Washington
Morgan Stanley
47yrs
Top 1% by experience in Washington
Wells Fargo Advisors
47yrs
Top 1% by experience in Washington
Merrill
46yrs
Top 1% by experience in Washington
Oppenheimer & Co.
46yrs
Top 1% by experience in Washington