Mitchell St. Peter
Professional Summary
Mitchell St. Peter, who also goes by Mitchell St Peter, was a registered financial advisor. Mitchell was a previously registered financial professional and started their career in finance 2007 - 2019. Mitchell had worked at 2 firms and has passed the Series 63, Series 55, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mitchell St Peter
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
FUTUREADVISOR | XULU INC | FUTUREADVISOR, INC.
Contact Information
Main Address
400 Howard Street, San Francisco, CA 94105Phone Number
(800) 975-7199# of Employees
20Documents
Regulatory Assets Under Management
Total Number of Accounts
5,011AUM (Assets Under Management)
$648,903,852Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2007Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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