ME
Mitchell S. Everett
KESTRA ADVISORY SERVICES
Nashville, TN 37204
Some features on this profile are disabled
CRD#: 5765180
ME
Professional summary
Mitchell Stanton Everett, who also goes by Mitchell Stanton Everett, Mitch Everett, Mitchell S Everett, Mitchell Everett, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Nashville, Tennessee and KESTRA INVESTMENT SERVICES, LLC located in Nashville, Tennessee.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Mitchell has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitchell Stanton Everett | Mitch Everett | Mitchell S Everett | Mitchell Everett
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.
Business Name: Everett Wealth Management Investment Related: Yes Address: 503 W. Church St. P. O. Box 160 Medina TN 38355 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor, General Partner Start Date: 2/3/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Day to day operations, financial planning, investment planning, insurance consultation Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial advisor Start Date: 2/3/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Fee based financial planning, fee based advisory services and accounts. Business Name: Menistry Investment Related: No Address: 526 East Lawnwood drive collierville TN 38017 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: board member Start Date: 1/18/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: provide advice on taking mission trips, helping plan trips, trip logistics, helping form teams for the trips
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Stanton Everett's 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®
NoneExperience
Current
February 3, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2931 Berry Hill Drive, Nashville, TN 37204Office #2: 5050 Poplar Avenue, Memphis, TN 38119Office #3: 503 West Church Street Po Box 160, Medina, TN 38355RIA
CRD#: 283330
Nashville, TN
Current
February 3, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2931 Berry Hill Drive, Nashville, TN 37204Office #2: 503 W. Church Street, Medina, TN 38355BD
CRD#: 42046
Nashville, TN
Past
August 2, 2010 - February 6, 2017
WADDELL & REED
RIA
CRD#: 866
MEMPHIS, TN
Past
June 11, 2010 - February 6, 2017
WADDELL & REED
BD
CRD#: 866
MEMPHIS, TN
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/21/2021)
RR
Alaska(9/9/2024)
RR
Arizona(2/3/2017)
RR
Arkansas(7/16/2020)
RR
California(4/12/2024)
RR
District of Columbia(5/15/2025)
RR
Florida(2/3/2017)
RR
Georgia(2/3/2017)
RR
Illinois(1/12/2022)
RR
Indiana(4/17/2024)
RR
Kentucky(8/13/2020)
RR
Louisiana(2/3/2017)
IAR
Louisiana(2/3/2017)
RR
Maine(4/16/2024)
RR
Maryland(7/26/2022)
RR
Massachusetts(1/5/2022)
RR
Michigan(4/16/2024)
RR
Minnesota(8/14/2019)
RR
Mississippi(2/3/2017)
RR
Missouri(7/25/2019)
RR
Montana(2/3/2017)
RR
Nevada(5/9/2024)
RR
New Mexico(10/27/2025)
RR
New York(7/5/2024)
RR
North Carolina(2/3/2017)
RR
Ohio(2/3/2017)
RR
Oregon(10/19/2021)
RR
Pennsylvania(11/4/2021)
RR
South Carolina(1/21/2021)
RR
South Dakota(4/12/2024)
RR
Tennessee(2/3/2017)
IAR
Tennessee(2/7/2017)
RR
Texas(2/3/2017)
IAR
Texas(2/3/2017)
RR
Utah(2/3/2017)
RR
Virginia(4/16/2024)
RR
Washington(4/12/2024)
RR
West Virginia(4/22/2024)
RR
Wyoming(4/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
