linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mitchell Jon Ewart

Apella Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mitchell? Claim Your Profile

About Mitchell Jon Ewart

Mitchell Ewart is a financial advisor with Apella Wealth. Mitchell has been working in the financial services industry since 2007. Mitchell holds the Series 6, 63, 26, and 65 licenses. Mitchell has a strong background in financial planning and portfolio management and specializes in working with individuals and high-net-worth clients. Mitchell is committed to helping clients achieve their financial goals through customized financial planning and investment management strategies.

Firm Information

Mitchell Ewart is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

check

other

Fee for financial planning services. fees for technology.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mitchell Ewart’s Registration & Firm History

CT

01/06/2021 - Present

Apella Wealth (WEST HARTFORD CT)

WA

12/05/2007 - 01/30/2018

PRUCO SECURITIES, LLC. (BELLEVUE WA)

Not sure if Mitchell Jon Ewart is right for you?

Licenses & Designations

IA

Issued 10/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mitchell Jon Ewart.
Not sure if Mitchell Jon Ewart is right for you?