Unclaimed Profile

Mitchell Mccoy Falter

REFRAME WEALTH, LLC·FAIRFAX, Virginia

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record23 years registeredREFRAME WEALTH, LLC

3251 BLENHEIM BOULEVARD, FAIRFAX, VA 22030CRD# 3135381Firm CRD# 313386

Profile Verification

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

Identity

Mitchell Mccoy Falter · FAIRFAX, VA

Registration

CRD #3135381 · REFRAME WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

REFRAME WEALTH, LLC

Apr 2021 – present

ADVICE AND PLANNING SERVICES

Jul 2007 – Mar 2021

FAIRFAX, VA

VALIC FINANCIAL ADVISORS, INC.

Jul 2003 – May 2007

CENTREVILLE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REFRAME WEALTH, LLC

CRD 313386 · SEC 801-120695

AUM

$334M

Regulatory assets under management

Employees

557 client accounts

Services offered by REFRAME WEALTH, 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 REFRAME WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Mitchell Mccoy Falter offer?

Mitchell Mccoy Falter specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Mitchell Mccoy Falter's credentials?

Mitchell Mccoy Falter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mitchell Mccoy Falter located?

Mitchell Mccoy Falter is based in FAIRFAX, Virginia, working with REFRAME WEALTH, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Mitchell Mccoy Falter charge for services?

Mitchell Mccoy Falter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REFRAME WEALTH, LLC?

REFRAME WEALTH, LLC has approximately 4 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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