Unclaimed Profile

Kevin Lee Mitchell

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia

SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record15 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 3085157Firm CRD# 128545

Profile Verification

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

Identity

Kevin Lee Mitchell · RICHMOND, VA

Registration

CRD #3085157 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 15 years registered

Brand Profile

Not yet started

Career History

CARY STREET PARTNERS

Nov 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · November 22, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD 128545 · SEC 801-64239

AUM

$7.0B

Regulatory assets under management

Employees

144

12,547 client accounts

Services offered by CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Lee Mitchell offer?

Kevin Lee Mitchell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Kevin Lee Mitchell's credentials?

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

Where is Kevin Lee Mitchell located?

Kevin Lee Mitchell is based in RICHMOND, Virginia, working with CARY STREET PARTNERS INVESTMENT ADVISORY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Kevin Lee Mitchell charge for services?

Kevin Lee Mitchell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with certain third parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARY STREET PARTNERS INVESTMENT ADVISORY LLC?

CARY STREET PARTNERS INVESTMENT ADVISORY LLC has approximately 144 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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