MP
Mitchell H. Pruitt
PRUITT RICHMOND WEALTH MANAGEMENT LLC
Estero, FL 33928
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CRD#: 7689277
MP
Professional summary
Mitchell Huell Pruitt is a registered financial advisor currently at PRUITT RICHMOND WEALTH MANAGEMENT LLC located in Estero, Florida.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mitchell has worked at 1 firm .
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.
CPA for Pruitt Cordell and Associates. Licensed insurance agent but will not offer or sell insurance products to Pruitt Richmond Wealth Management clients.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Huell Pruitt'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
April 19, 2023 - Present
PRUITT RICHMOND WEALTH MANAGEMENT LLC
Office #1: 19910 S Tamiami Trail Suite D, Estero, FL 33928RIA
CRD#: 324967
Estero, FL
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
Florida(4/19/2023)
Exams
Current Firm
PR
PRUITT RICHMOND WEALTH MANAGEMENT LLC
PRUITT RICHMOND WEALTH MANAGEMENT LLC
CRD#: 324967 / SEC#:
Florida
Registered Investment Advisory firm - (4/19/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19910 S Tamiami Trail Suite D, Estero, FL 33928
Mailing Address
Phone number
(239) 319-5888
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 1,287,214 |
Red Flags
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