Robert W. Mitchell
Professional summary
Robert Ward Mitchell III, CFP®, who also goes by Bob Mitchell III, Bob Mitchell, is a registered financial advisor currently at MITCO ASSET MANAGEMENT located in Vienna, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 1 firm and has passed the Series 65 and Series 63 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ward Mitchell III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
March 17, 2020 - Present
MITCO ASSET MANAGEMENT
Office #1: 124 Park St Se Ste. 201, Vienna, VA 22180January 17, 1997 - December 31, 2018
MITCO ASSET MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/17/2020)
Exams
Current Firm
MITCO ASSET MANAGEMENT
CRD#: 116123 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 88,280,000 |
Red Flags
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