Gregory Mitchell, financial advisor Rochester NY

Gregory Mitchell

CRD Number: 4766031
Current Firm: Raymond James & Associates, Inc.

Gregory Mitchell (CRD# 4766031) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, NY and has over 16 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Raymond James & Associates Rochester, NY Dec 2013 - Current 7
Morgan Stanley Smith Barney Rochester, NY Jun 2009 - Dec 2013 4
Morgan Stanley & Company, Incorporated Rochester, NY Apr 2007 - Dec 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Gregory J. Mitchell
Phone Number: 727-567-1000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    203,947
    MILLIONS
  • Total Number of Accounts
    677,612
    ACCOUNTS
  • Average Account Value
    $300,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, VI, VT, WA, WI, WV

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