Kevin MitchellCRD Number: 5598528
Current Firm: Morgan Stanley
Kevin Mitchell (CRD# 5598528) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 8 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Columbus, OH||Sep 2011 - Current||5|
|Merrill Lynch||Upper Arlington, OH||Sep 2008 - Sep 2011||3|
|Unemployed||Columbus, OH||Jul 2008 - Sep 2008||< 1|
|National Federation Of Independent Business||Columbus, OH||Jul 2008 - Jul 2008||< 1|
|Unemployed||Columbus, OH||May 2008 - Jul 2008||< 1|
|Quest Software||Dublin, OH||Dec 2007 - May 2008||< 1|
|Unemployed||Columbus, OH||Aug 2007 - Dec 2007||< 1|
|University Of Notre Dame||Notre Dame, IN||Aug 2006 - Aug 2007||1|
|The Mortgage Works||Lewis Center, OH||Oct 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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