Mitchell Evan Marenus
Investment adviser representative at Transition Financial Advisors Group, LLC
15 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$300.6MFirm assets
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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
Experience
15 years in the industry.
- Transition Financial Advisors Group, Inc.May 2011 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, TX).
Transition Financial Advisors Group, LLC
$300.6MAssets managed
149Clients
4Advisers
8 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
- 2563480
- Firm CRD
- 116089