Todd Mitchell (CRD# 2570626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fernandina Beach, FL and has over 29 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Ponte Vedra Beach, FL | Nov 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach, FL | Nov 2020 - Current | 3 |
| Suntrust Advisory Services | Atlanta, GA | Aug 2016 - Nov 2020 | 4 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Oct 2015 - Nov 2020 | 5 |
| Suntrust Bank | Ponte Verda, FL | Oct 2015 - Nov 2020 | 5 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2010 - Oct 2015 | 5 |
| Suntrust Bank | Ponte Vedra, FL | Jun 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- FL
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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