Mitchell Disler (CRD# 6820738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4623755
Divergent Planning
CRD# 5064197
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Washington, DC | Jul 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Washington, DC | Mar 2019 - Jul 2021 | 2 |
| J.p. Morgan Securities LLC | Washington, DC | Mar 2019 - Jul 2021 | 2 |
| Unemployed | Frederick, MD | Feb 2019 - Feb 2019 | < 1 |
| Edward Jones | Frederick, MD | Oct 2018 - Jan 2019 | < 1 |
| Edward Jones | St Louis, MO | Jun 2018 - Oct 2018 | < 1 |
| Edward Jones | Rockville, MD | Feb 2018 - Jun 2018 | < 1 |
| Jojo's Restaurant & Taphouse | Frederick, MD | Oct 2017 - Feb 2018 | < 1 |
| Unemployed | Frederick, MD | Sep 2017 - Sep 2017 | < 1 |
| Axa Advisors LLC | Columbia, MD | Jun 2017 - Aug 2017 | < 1 |
| University Of Maryland | College Park, MD | Sep 2014 - Aug 2017 | 2 |
| Ca Ventures LLC | College Park, MD | May 2016 - May 2017 | 1 |
| Musket Ridge Golf Course | Middletown, MD | May 2015 - Jan 2016 | < 1 |
| Hollow Creek Golf Course | Middletown, MD | Mar 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- DC
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- 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, 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, WY
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