Justin
Mitchell

Suntrust Advisory Services, Inc

CRD#6112444
Investment Advisor
in Orlando, FL
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About this Advisor

Justin Mitchell is a financial advisor who works in Orlando, Florida, who has 10 years of financial industry experience. Mitchell works at Suntrust Advisory Services, Inc. During their career, Mitchell has held roles at University Of Central Florida, Suntrust Investment Services, Suntrust Bank, Northwestern Mutual, Suntrust Investment Services, Inc, Suntrust Advisory Services and Suntrust Investment Services, Inc. Mitchell holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Florida. Suntrust Advisory Services, Inc is a registered investment business operating out of Orlando, Florida. The company has offices in 1,572 locations and a total of 1,539 people on staff. It has $19 billion in assets under management between its 41,105 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 54 charities and foundations. Of its 41,105 client accounts, 15% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees usually are based on the services provided. However, fee types charged by Suntrust Advisory Services, Inc can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

200 South Orange Avenue 1St Floor
Orlando, FL 32801

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

FL Average: $3,570,121,308
Total Number of Employees

1,571

FL Average: 58
Total Number of Accounts

47,014

FL Average: 1,608
Average Account Size

$434,045

FL Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Justin Mitchell Work History

Justin has 10 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2016 - Present (3 years)

Suntrust Investment Services, Inc

2015 - 2016 (1 years)

Suntrust Investment Services,Inc

2014 - 2015 (1 years)

Suntrust Investment Services

2013 - 2014 (1 years)

Suntrust Bank

2012 - 2013 (1 years)

Northwestern Mutual

2008 - 2012 (4 years)

University Of Central Florida

Disclosures

Justin Mitchell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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