Mitchell M. Falter

REFRAME WEALTH

Fairfax, VA 22030

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CRD#: 3135381

Professional summary

Mitchell Mccoy Falter, AIF®, CFP®, who also goes by Mitchell Falter, is a registered financial advisor currently at REFRAME WEALTH, LLC located in Fairfax, Virginia.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mitchell has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mitchell Falter

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Mccoy Falter's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 2, 2021 - Present

REFRAME WEALTH, LLC

Office #1: 3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030

RIA

CRD#: 313386

Fairfax, VA

Past

July 27, 2007 - March 4, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

FAIRFAX, VA

Past

July 27, 2007 - March 4, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

FAIRFAX, VA

Past

July 8, 2003 - May 3, 2007

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

CENTREVILLE, VA

Past

May 16, 2001 - January 17, 2002

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

May 16, 2001 - May 3, 2007

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

CENTREVILLE, VA

Past

November 15, 1999 - April 30, 2001

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

November 20, 1998 - October 22, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REFRAME WEALTH, LLC

MASSIE FINANCIAL PLANNING, LLC | REFRAME WEALTH, LLC

CRD#: 313386 / SEC#: 801-120695

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

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

Texas
(9/16/2025)

IAR

Virginia
(4/2/2021)

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: 7/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/10/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REFRAME WEALTH, LLC

MASSIE FINANCIAL PLANNING, LLC | REFRAME WEALTH, LLC

CRD#: 313386 / SEC#: 801-120695

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

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Contact information

Main Address

3251 Blenheim Boulevard Suite 502, Fairfax, VA 22030

Mailing Address

Phone number

(571) 354-8471

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REFRAME WEALTH WRAP BROCHURE (6/21/2025)

REFRAME WEALTH DISCLOSURE BROCHURE (6/21/2025)

Regulatory assets under management

Total Number of Accounts	575
AUM (Assets Under Management)	$ 345,783,701

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.

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Advisor Monitoring

Firm Stability Insights

Mitchell M. Falter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Mccoy Falter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

VALIC FINANCIAL ADVISORS, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

REFRAME WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2003

Series 63

Date: 11/30/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2004

Series 6

Date: 11/10/1998

Current Firm

REFRAME WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REFRAME WEALTH, LLC

TRUST BUT VERIFY

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