Mitchell Sinkler & Starr

Mitchell Sinkler & Starr (CRD# 106460) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,466,883,513 in 508 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102
http://www.mitchellsinklerstarr.com
By the Numbers
  • Total Assets Under Management
    1,467
    MILLION
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $2,887,566
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, DE, FL, MA, MD, ME, NC, NH, NJ, NY, PA

Financial Advisors at Mitchell Sinkler & Starr
Showing 1 - 7 of 7 top financial advisors.
1
Phillip Beckner, financial advisor Philadelphia PA
Phillip D. Beckner
CRD#: 7023162
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102

Phillip Beckner (CRD# 7023162) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has 1 year of experience in the finance industry.

2
Nicholas Carper, financial advisor Philadelphia PA
Nicholas W. Carper
CRD#: 4334883
Two Penn Center, Suite 1320, Philadelphia, PA 19102

Nicholas Carper (CRD# 4334883) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has 1 year of experience in the finance industry.

3
Heather McMeekin, financial advisor Philadelphia PA
Heather F. McMeekin
CRD#: 2628517
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102

Heather McMeekin (CRD# 2628517) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has over 26 years of experience in the finance industry.

4
William Richardson, financial advisor Philadelphia PA
William G. Richardson
CRD#: 4942867
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102

William Richardson (CRD# 4942867) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has 1 year of experience in the finance industry.

5
William Wilson, financial advisor Philadelphia PA
William D. Wilson
CRD#: 4995131
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102

William Wilson (CRD# 4995131) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has over 17 years of experience in the finance industry.

6
William Wylie, financial advisor Philadelphia PA
William W. Wylie
CRD#: 4334866
Two Penn Center, Suite 1320, Philadelphia, PA 19102

William Wylie (CRD# 4334866) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has 1 year of experience in the finance industry.

7
Peter Toscani, financial advisor Philadelphia PA
Peter T. Toscani
CRD#: 7183791
Two Penn Center Plaza, Suite 1320, Philadelphia, PA 19102

Peter Toscani (CRD# 7183791) is an Investment Advisor Representative working at Mitchell Sinkler & Starr in Philadelphia, PA and has 1 year of experience in the finance industry. Peter Toscani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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