Mitchell BermanCRD Number: 1447003
Current Firm: The Huntington Investment Company
Mitchell Berman (CRD# 1447003) is an Investment Advisor Representative working at The Huntington Investment Company in Ashtabula, OH and has over 21 years of experience in the finance industry.
Summit Wealth Partners, LLC
J.p. Morgan Securities LLC
|The Huntington Investment Company||Columbus, OH||Feb 2015 - Current||1|
|Mitchell Berman||Mentor, OH||Nov 1987 - Current||29|
|Independent Financial Partners||Cleveland, OH||Dec 2011 - Feb 2015||3|
|Lpl Financial||Cleveland, OH||Oct 2011 - Feb 2015||3|
|Allstate Insurance Company||Ashtabula, OH||Aug 2010 - Sep 2011||1|
|Mbsc Securities Corporation||Pepper Pike, OH||Oct 2009 - Aug 2010||< 1|
|Bny Mellon||Pepper Pike, OH||May 2008 - Aug 2010||2|
|Adp||Independence, OH||Jan 2007 - Apr 2008||1|
|Adp Broker-dealer||Florham Park, NJ||Jan 2007 - Apr 2008||1|
|Valmark Securities, Inc.||Akron, OH||Aug 2006 - Dec 2006||< 1|
|Valmark Advisers, Inc.||Akron, OH||Aug 2006 - Dec 2006||< 1|
|Princor||Cleveland, OH||Jul 2004 - Aug 2006||2|
|Principal Financial||Cleveland, OH||Jun 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1995|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management734MILLIONS
Total Number of Accounts7,522ACCOUNTS
Average Account Value$97,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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