Mitchell J Towne
Professional Summary
Mitchell J Towne, who also goes by Mitchell Joseph Towne, Mitchell Jospeh Towne, is a registered financial advisor currently at LECLAIR WEALTH PARTNERS located in Dublin, Ohio. Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mitchell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mitchell Joseph Towne, Mitchell Jospeh Towne
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC
Contact Information
Main Address
6515 Longshore Loop Suite 100, Dublin, OH 43017Phone Number
(888) 277-5704# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
559AUM (Assets Under Management)
$362,976,084Similar 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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Primary Firm SEC Registration
LECLAIR WEALTH PARTNERS | LECLAIR WEALTH PARTNERS LLC
State Registrations and Notice Filings
(11/14/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Mitchell J Towne's CRS (Customer Relationship Summary).
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