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Christopher Thomas Mitchell

SPECTRUM EQUITY MANAGEMENT, INC.·BOSTON, Massachusetts
Clean recordSPECTRUM EQUITY MANAGEMENT, INC.
ONE INTERNATIONAL PLACE, 35TH FLOOR, BOSTON, MA 02110CRD# 2397594Firm CRD# 160619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Thomas Mitchell · BOSTON, MA
Registration
CRD #2397594 · SPECTRUM EQUITY MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Thomas Mitchell is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SPECTRUM EQUITY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SPECTRUM EQUITY MANAGEMENT, INC.
SPECTRUM EQUITY
AUM
$8.3B
Regulatory assets under management
Employees
74
Total firm employees
View all advisors at SPECTRUM EQUITY MANAGEMENT, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2397594
Firm CRD# 160619
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Thomas Mitchell offer?
Christopher Thomas Mitchell specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Christopher Thomas Mitchell's credentials?
Christopher Thomas Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Thomas Mitchell located?
Christopher Thomas Mitchell is based in BOSTON, Massachusetts, working with SPECTRUM EQUITY MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Christopher Thomas Mitchell charge for services?
Christopher Thomas Mitchell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM EQUITY MANAGEMENT, INC.?
SPECTRUM EQUITY MANAGEMENT, INC. has approximately 74 employees and manages $8.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPECTRUM EQUITY MANAGEMENT, INC.

Victor Elfendahl Parker
BOSTON, MA
Kevin Jacques Maroni
BOSTON, MA
Benjamin Carl Spero
BOSTON, MA
Brian Matthew Regan
BOSTON, MA
Carolina Alvarez Picazo
BOSTON, MA
Michael William Farrell
BOSTON, MA

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Research
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