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RM

Robert M. Mitchell

CONESTOGA CAPITAL ADVISORS
WAYNE, PA 19087
Some features on this profile are disabled
CRD#: 4374418
RM

Professional summary

Robert Michael Mitchell, who also goes by Bob Mitchell, Robert M. Mitchell, is a registered financial advisor currently at CONESTOGA CAPITAL ADVISORS, LLC located in Wayne, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Mitchell | Robert M. Mitchell

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 Robert Michael Mitchell'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®
None

Experience

Current

September 24, 2001 - Present

CONESTOGA CAPITAL ADVISORS, LLC

Office #1: Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
RIA
CRD#: 111750
WAYNE, PA

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".
CC
CONESTOGA CAPITAL ADVISORS, LLC
CONESTOGA CAPITAL ADVISORS, LLC | GRATITUDE INVESTMENT ADVISORS

CRD#: 111750 / SEC#: 801-60133

RIA
Registered Investment Advisory firm - (4/18/2001 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
Pennsylvania
(9/24/2001)

Exams

Current Firm

CC
CONESTOGA CAPITAL ADVISORS, LLC
CONESTOGA CAPITAL ADVISORS, LLC | GRATITUDE INVESTMENT ADVISORS

CRD#: 111750 / SEC#: 801-60133

RIA
Registered Investment Advisory firm - (4/18/2001 Approved)
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Contact information

Main Address
Crosspoint At Valley Forge 550 E. Swedesford Rd. Suite 120, Wayne, PA 19087
Mailing Address
Phone number
(484) 654-1380
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONESTOGA CAPITAL ADVISORS FORM ADV PART 2A - 2025 (1/17/2025)

Regulatory assets under management

Total Number of Accounts247
AUM (Assets Under Management)$ 8,756,199,619

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2023
Cover Page
Report

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.

Company Information

CONESTOGA CAPITAL ADVISORS, LLC

CRD#: 111750Wayne, PA 19087

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