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AM

Adam J. Mitchell

TANAGER WEALTH MANAGEMENT
LONDON, EC4V 3BJ
Some features on this profile are disabled
CRD#: 7484117
AM
Adam Jacques MitchellTANAGER WEALTH MANAGEMENT

Professional summary

Adam Jacques Mitchell, who also goes by Adam Jacques Mitchell, Adam Mitchell, Adam J Mitchell, is a registered financial advisor currently at TANAGER WEALTH MANAGEMENT .

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Adam has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Adam Jacques Mitchell | Adam Mitchell | Adam J 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) - RIA

Click below to view Adam Jacques Mitchell's CRS (Customer Relationship Summary).
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

July 7, 2026 - Present

TANAGER WEALTH MANAGEMENT

Office #1: 7th Floor, East Wing Vintners Place 68 Upper Thames Street, London, EC4V 3BJ
RIA
CRD#: 166084
LONDON,
Past

March 31, 2025 - February 27, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CARY, NC
Past

July 28, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
DURHAM, NC
Past

April 28, 2022 - February 27, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

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".
TW
TANAGER WEALTH MANAGEMENT
TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA
Registered Investment Advisory firm - (1/8/2013 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/5/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/20/2022
Securities Industry Essentials Examination

Current Firm

TW
TANAGER WEALTH MANAGEMENT
TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA
Registered Investment Advisory firm - (1/8/2013 Approved)
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Contact information

Main Address
7th Floor, East Wing Vintners Place 68 Upper Thames Street, London, EC4V 3BJ
Mailing Address
The White House Mill Road, Goring On Thames, RG8 9DD
Phone number
020 3965 6330
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/10/2026)

Regulatory assets under management

Total Number of Accounts3,161
AUM (Assets Under Management)$ 1,604,440,422

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

TANAGER WEALTH MANAGEMENT

CRD#: 166084London, EC4V 3BJ

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