Unclaimed Profile

Mark August Mittmann

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California

SIE, Series 3, Series 4, Series 7, Series 24, Series 53, Series 66Clean record20 years registeredCANTERBURY CONSULTING INCORPORATED

660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 5080856Firm CRD# 22875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark August Mittmann · NEWPORT BEACH, CA

Registration

CRD #5080856 · CANTERBURY CONSULTING INCORPORATED · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANTERBURY CONSULTING INCORPORATED

BUTTONWOOD TREE MANAGEMENT, LLC

May 2016 – Aug 2016

COSTA MESA, CA

STANDARD INVESTMENT ADVISORS

Nov 2015 – Jul 2016

COSTA MESA, CA

CANTERBURY CONSULTING INCORPORATED

Dec 2006 – Nov 2014

NEWPORT BEACH, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Feb 2006 – Jun 2006

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · February 27, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANTERBURY CONSULTING INCORPORATED

CRD 22875 · SEC 801-34756

AUM

$6.6B

Regulatory assets under management

Employees

4,358 client accounts

Services offered by CANTERBURY CONSULTING INCORPORATED

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CANTERBURY CONSULTING INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Mark August Mittmann offer?

Mark August Mittmann specializes in Investment Management, Retirement Planning, Wealth Management.

What are Mark August Mittmann's credentials?

Mark August Mittmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark August Mittmann located?

Mark August Mittmann is based in NEWPORT BEACH, California, last registered with CANTERBURY CONSULTING INCORPORATED.

How does Mark August Mittmann charge for services?

Mark August Mittmann's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANTERBURY CONSULTING INCORPORATED?

CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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