Mitchell Eric Martin
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
Biography
Please refer to our website at www. mitchelladvisory.com for complete information
Other Aliases
Mitch Martin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
MITCHELL ADVISORY INC
Contact Information
Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190Phone Number
(703) 481-9868# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$94,218,417Similar Advisors
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Eric Martin's CRS (Customer Relationship Summary).
Services Offered by Mitchell
- Retirement Planning
- Investment Management
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
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