Mitchell McMonigle (CRD# 6576567) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 3 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delaware Distributors, LP | Philadelphia, PA | May 2021 - Current | 1 |
| Macquarie Investment Management | Philadelphia, PA | May 2021 - Current | 1 |
| Ivy Distributors, Inc. | Shawnee Mission, KS | Dec 2017 - Current | 4 |
| Rental/income Property | Kansas City, MO | Jan 2017 - Oct 2020 | 3 |
| Rockhurst High School | Kansas City, MO | Nov 2016 - Oct 2020 | 3 |
| Waddell & Reed, Inc. | Shawnee Mission, KS | Oct 2015 - Aug 2020 | 4 |
| Unemployed | Kansas City, MO | Jul 2015 - Oct 2015 | < 1 |
| Washington School House Hotel | Park City, UT | May 2012 - Jul 2015 | 3 |
| Fine Dining Res Corp | Park City, UT | Oct 2012 - Oct 2014 | 2 |
| Butcher & Bee | Charleston, SC | Jun 2011 - Jun 2012 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
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.
Get Details on the FINRA Advisor Check site- AL
- AZ
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VA
- WA
- WV
- WI
-
Total Assets Under Management178,469MILLIONS
-
Total Number of Accounts343ACCOUNTS
-
Average Account Value$520,317,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.