Mitchell E. Martin

MITCHELL ADVISORY

Reston, VA 20190

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CRD#: 2070055

Professional summary

Mitchell Eric Martin, CFP®, who also goes by Mitch Martin, is a registered financial advisor currently at MITCHELL ADVISORY INC located in Reston, Virginia.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mitchell has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

Please refer to our website at www. mitchelladvisory.com for complete information

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Mitch Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM A 50 PERCENT OWNER OF A BAGEL CAFE THAT MY WIFE RUNS. THE BUSINESS ADDRESS IS 300 ELDEN STREET HERNDON VIRGINIA 20170. I AM PRESIDENT OF THE BUSINESS AND OVERSEE THE COMPANY'S FINANCES. THE RESTAURANT OPENED IN DECEMBER 1994 AND I HAVE BEEN INVOLVED SINCE THEN. THE BUSINESS REQUIRES APPROX. 20 HOURS PER MONTH OF MY TIME PRIMARILY DURING NON-TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Eric Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

February 20, 2009 - Present

MITCHELL ADVISORY INC

Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190

RIA

CRD#: 109447

Reston, VA

Past

April 21, 2004 - February 5, 2009

MITCHELL ADVISORY INC

RIA

CRD#: 109447

HERNDON, VA

Past

July 31, 1990 - November 8, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

July 31, 1990 - November 8, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(2/20/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1990

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/1990

General Securities Representative Examination

Current Firm

MITCHELL ADVISORY INC

CRD#: 109447 / SEC#: 801-71038

RIA

Registered Investment Advisory firm - (3/8/2011 Terminated)

Virginia

Registered Investment Advisory firm - (2/3/2011 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

11710 Plaza America Drive Suite 2000, Reston, VA 20190

Mailing Address

Phone number

(703) 481-9868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 69,506,410

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Mitchell E. Martin

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Eric Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MITCHELL ADVISORY INC

MITCHELL ADVISORY INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1990

Series 63

Date: 8/10/1990

Series 7

Date: 7/20/1990

Current Firm

MITCHELL ADVISORY INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MITCHELL ADVISORY INC

TRUST BUT VERIFY

Contact information

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