Mitchell Zides
Investment adviser representative at Constant Guidance Financial, LLC
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$198MFirm 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
22 years in the industry.
- Constant Guidance Financial, LLCOct 2014 to now
- Pioneer Institutional Asset Management, Inc.Apr 2006 to now
- Pioneer Funds Distributor, Inc.Oct 2004 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, RI).
Constant Guidance Financial, LLC
$198MAssets managed
240Clients
1Advisers
3 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
- 2971097
- Firm CRD
- 172612