Christopher J. Mitchell

KEALA ADVISORS

New York, NY 10036

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CRD#: 7455445

Professional summary

Christopher John Paul Mitchell is a registered financial advisor currently at KEALA ADVISORS located in New York, New York.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Christopher John Paul Mitchell'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®

None

Experience

Current

March 21, 2022 - Present

KEALA ADVISORS

Office #1: 1120 Avenue Of The Americas 4th Floor, New York, NY 10036

RIA

CRD#: 313752

New York, NY

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

New York
(3/21/2022)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2019

Uniform Investment Adviser Law Examination

Current Firm

KEALA ADVISORS

KEALA ADVISORS | KEALA ADVISORS, LLC

CRD#: 313752 / SEC#:

New York

Registered Investment Advisory firm - (3/21/2022 Approved)

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Contact information

Main Address

1120 Avenue Of The Americas 4th Floor, New York, NY 10036

Mailing Address

Phone number

(929) 235-8201

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Christopher J. Mitchell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Paul Mitchell's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEALA ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2019

Current Firm

KEALA ADVISORS

Contact information

Documents

Red Flags

Company Information

KEALA ADVISORS

TRUST BUT VERIFY

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