Todd
Mitchell
Symmetry Partners
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About this Advisor
Todd Mitchell is a financial advisor operating out of Glastonbury, Connecticut who has 6 years of relevant experience. Mitchell is currently employed by Symmetry Partners. Over the course of their career, they have held roles at Virtus Investment Partners, Vp Distributors, Inc, Symmetry Partners, LLC, Northern Lights Distributors, LLC and Foreside Financial Services, LLC. Mitchell maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Symmetry Partners is an advisory business headquartered in Glastonbury, CT. The firm has a total of 68 financial advisors. It manages $7 billion in assets between its 14,653 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 31 charities and foundations. Of its 14,653 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Symmetry Partners performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors usually are based on which services are provided. Fees billed by Symmetry Partners likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Symmetry Partners Brokerage Details
$6,510,880,873
68
14,653
$444,338
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Todd Mitchell Work History
Todd has been registered as a financial advisor for 6 years.*
Foreside Financial Services, LLC
Symmetry Partners, LLC
Northern Lights Distributors, LLC
Vp Distributors, Inc
Virtus Investment Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Symmetry Partners
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Ayden, NC
Glastonbury, CT
Glastonbury, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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