Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Mccartney Schorr is a financial advisor registered with Dimensional Fund Advisors LP. Mitchell has been in the industry since 2002 and holds multiple licenses, including the Series 7, Series 24, and Series 66. Mitchell is also a Chartered Financial Analyst and has experience working with a variety of clients, including high-net-worth individuals, institutions, and investment companies. Mitchell is a highly experienced advisor with a strong track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/13/2014 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
PA
11/14/2011 - 08/29/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/13/2010 - 10/12/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
02/23/2006 - 09/15/2010
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
05/06/2002 - 02/17/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/21/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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