Devin
Mitts

Strategic Advisers LLC

CRD#7413791
Investment Advisor
in Hooven, OH

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About this Advisor

Devin Mitts is a financial advisor based in Hooven, Ohio, working with Strategic Advisers LLC. Devin has previously worked at Fidelity Investments, Positive Behavior Solutions Group, Behavior Associates Of Indiana, Ball State University Indiana Communities Institute, Ball State University Social Science Research Center, Ball State University Sociology Department, Rhode Island Ave Main Street, Jimmy Johns, R & A Landscaping, Ball State, and Eastern University. Devin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Kentucky, Ohio, and Texas. Currently, Devin is part of Strategic Advisers LLC, which operates in Hooven, Ohio. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages $1.1 trillion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals, small businesses, investment companies, and institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Hooven, OH

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Strategic Advisers LLC Brokerage Details

Total Assets Under Management

$1,067,664,605,590

OH Average: $16,012,751,954
Total Number of Employees

16,291

OH Average: 118
Total Number of Accounts

2,486,631

OH Average: 4,567
Average Account Size

$429,362

OH Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Devin Mitts Work History

2021 - Present (5 years)

Fidelity Investments

2021 - 2021 (< 1 year)

Positive Behavior Solutions Group

2021 - 2021 (< 1 year)

Eastern University

2020 - 2021 (1 year)

Behavior Associates Of Indiana

2020 - 2020 (< 1 year)

Ball State University Indiana Communities Institute

2019 - 2019 (< 1 year)

Ball State University Social Science Research Center

2019 - 2019 (< 1 year)

Ball State University Sociology Department

2018 - 2018 (< 1 year)

Rhode Island Ave Main Street

2016 - 2019 (3 years)

Jimmy Johns

2015 - 2015 (< 1 year)

R & A Landscaping

2015 - 2019 (4 years)

Ball State

Disclosures

Please visit the SEC profile of Devin Mitts 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 Strategic Advisers LLC

David Hoxer
Bountiful, UT
Sarah Huckins
Portland, ME
Victoria Bonadio
Fort Lauderdale, FL
Logan Doane
Cincinnati, OH
Connor Dionisopoulos
Broadview Heights, OH
Hampe Farmer
Birmingham, AL
Joseph Boggio
Midlothian, VA
Ryan Honken
Hopkins, MN

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