Anderson Mitchell
Investment adviser representative at First Citizens Investor Services, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.6BFirm assets
Are you Anderson Mitchell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- First Citizens Investor Services, Inc.Jun 2026 to now
- First Citizens BankJun 2026 to now
- Habitat for Humanity Nyc and WestchesterMay 2024 to May 2026
- UnemployedSep 2023 to Apr 2024
- Morgan Stanley Private Bank, N.A.Jun 2009 to Aug 2023
- Morgan Stanley Smith Barney LLCJun 2009 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 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
- 3010287
- Firm CRD
- 44430