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Andrew John-garrett Mitchell

Fiduciary Financial Advisors

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About Andrew John-garrett Mitchell

Andrew John-garrett Mitchell is a financial advisor with Fiduciary Financial Advisors. Andrew is registered with the state of Michigan as an Investment Advisor Representative. Andrew is also registered as a Registered Representative with the state of Michigan. Andrew has been a financial advisor for 7 years and has a Series 6, Series 63, Series 65 and SIE. Andrew works with individuals, families, trusts, estates, retirement plans, and small businesses. Andrew specializes in financial planning, retirement planning, college savings, and investment management. Andrew is committed to helping his clients achieve their financial goals.

Firm Information

Andrew Mitchell is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Mitchell’s Registration & Firm History

MI

01/01/2025 - Present

Fiduciary Financial Advisors (GRAND RAPIDS MI)

MI

03/19/2016 - 01/04/2019

NYLIFE SECURITIES LLC (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 01/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew John-garrett Mitchell.
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