Mitchell McMonigle, financial advisor Philadelphia PA

Mitchell McMonigle

CRD Number: 6576567
Current Firm: Macquarie Investment Management Business Trust

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.

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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
Disclosure Information

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
Contact Info for Mitchell A. McMonigle
Phone Number: 215-255-2300
Registered State(s):
  • 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
By the Numbers
  • Total Assets Under Management
    178,469
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $520,317,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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