Unclaimed Profile

Mitchell Jon Ewart

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

SIE, Series 6, Series 26, Series 63, Series 65Clean record16 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 5450366Firm CRD# 171106

Profile Verification

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

Identity

Mitchell Jon Ewart · WEST HARTFORD, CT

Registration

CRD #5450366 · APELLA CAPITAL, LLC · 16 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jan 2021 – present

VESTORY, LLC

Apr 2018 – Dec 2020

BELLEVUE, WA

PRUDENTIAL FINANCIAL PLANNING SERVICES

Oct 2009 – Jan 2018

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · October 23, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Mitchell Jon Ewart offer?

Mitchell Jon Ewart specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Mitchell Jon Ewart's credentials?

Mitchell Jon Ewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mitchell Jon Ewart located?

Mitchell Jon Ewart is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Mitchell Jon Ewart charge for services?

Mitchell Jon Ewart's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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