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Todd A. Mitchell

Some features on this profile are disabled
CRD#: 5136976
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Andrew Mitchell, who also goes by Todd Mitchell, Todd Andrew Mitchell, was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 2006. Todd had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Todd Mitchell | Todd Andrew 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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 1, 2025 - May 18, 2026

AC WEALTH PARTNERS

RIA
CRD#: 326708
Somers, CT
Past

August 8, 2023 - May 8, 2025

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
OMAHA, NE
Past

August 8, 2023 - May 8, 2025

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

August 6, 2018 - July 31, 2023

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
Glastonbury, CT
Past

October 31, 2017 - March 16, 2018

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

October 2, 2017 - July 13, 2023

SYMMETRY PARTNERS

RIA
CRD#: 120982
GLASTONBURY, CT
Past

April 4, 2012 - September 13, 2017

VIRTUS INVESTMENT ADVISERS, LLC

RIA
CRD#: 106982
HARTFORD, CT
Past

August 25, 2008 - September 13, 2017

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

February 6, 2007 - August 4, 2008

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WETHERSFIELD, CT
Past

November 9, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
SHELTON, CT
Past

November 9, 2006 - August 4, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WETHERSFIELD, CT
Past

August 8, 2006 - October 2, 2006

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA

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".
AW
AC WEALTH PARTNERS
AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA
Registered Investment Advisory firm - (5/22/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2006
General Securities Representative Examination

Current Firm

AW
AC WEALTH PARTNERS
AC WEALTH PARTNERS | ATEGENOS CAPITAL, LLC

CRD#: 326708 / SEC#: 801-128024

RIA
Registered Investment Advisory firm - (5/22/2023 Approved)
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Contact information

Main Address
1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312
Mailing Address
Phone number
+1 (800) 461-3205
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATEGENOS BROCHURE, JANUARY 2026 (1/2/2026)
ATEGENOS BROCHURE - WRAP PROGRAM, JANUARY 2026 (1/2/2026)

Regulatory assets under management

Total Number of Accounts1,758
AUM (Assets Under Management)$ 466,434,579

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

AC WEALTH PARTNERS

CRD#: 326708

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