Myron Dowell Mitchell
Investment adviser representative at Osaic Wealth, Inc.
29 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Mitchell Wealth Management GroupAug 2011 to now
- Mitchell Wealth Management Group, LLC dba Integrated Financial GAug 2011 to now
- North Carolina Ussa SportsSep 2010 to now
- Greenfield Family FarmnsJan 1997 to now
- Mmd Properties, LLCSep 2004 to Dec 2017
- Securities America Advisors, Inc.Jan 2004 to Jun 2024
- Securities America, Inc.Dec 2003 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2459003
- Firm CRD
- 23131