Mitchell Lawrence Stein
Investment adviser representative at Arena Private Wealth
21 yearsExperience
4 statesRegistered in
$404.7MFirm assets
2 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Arena Private WealthOct 2024 to now
- Objective Capital Management, LLCFeb 2019 to now
- Mitchell L. Stein, Sole ProprietorSep 2005 to now
- Mutual Securities, Inc.Mar 2019 to Nov 2024
- Fifth Third Securities, Inc.Jan 2010 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, OH, TX).
Arena Private Wealth
Legal name: Ocm Private Wealth, LLC
$404.7MAssets managed
237Clients
7Advisers
2 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
- 4928458
- Firm CRD
- 332302