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RA

Robert Alexander Arendall Iii

MITCHELL, MCLEOD, PUGH & WILLIAMS
MOBILE, AL
·CRD# 4216650·5 years experience

Professional Summary

Robert Alexander Arendall III, who also goes by Alex Arendall, Robert Alexander Arendall, is a registered financial advisor currently at MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. located in Mobile, Alabama. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Arendall, Robert Alexander Arendall

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

5 years in the financial services industry

Current & Past Employments

MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.·CRD# 138240
RIA
2610 Dauphin Street, Mobile, AL 36606
April 30, 2021 - Present

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Current Firm

MM
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.

MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | MP CAPITAL MANAGEMENT | MMPWM, INC. | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.

CRD#: 138240 / SEC#: 801-65005
RIA
Registered Investment Advisory firm - SEC (1/13/2006 Approved)

Contact Information

Main Address

2610 Dauphin Street, Mobile, AL 36606

Phone Number

(251) 471-2027

# of Employees

17

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MMPW ADV PART 2026.3 (7/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,420

AUM (Assets Under Management)

$2,657,582,515

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025Cover PageReport
01/14/2025Cover PageReport
02/08/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Center Line, LLC Non-Investment Related Business 100 St. Joseph St., Mobile, AL 36602 Social Club Manager Start Date 09/2014 1 hour per month No hours during trading hours Bookkeeping services

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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".
MM
MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.

MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | MP CAPITAL MANAGEMENT | MMPWM, INC. | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC. | MITCHELL, MCLEOD, PUGH & WILLIAMS, INC.

CRD#: 138240 / SEC#: 801-65005
RIA
Registered Investment Advisory firm - SEC (1/13/2006 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.
IAR
Alabama
(4/30/2021)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Arendall III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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