Mitchell James Sovis
Investment adviser representative at Newedge Advisors
11 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Mitchell James Sovis? 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 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
11 years in the industry.
- Newedge Advisors, LLC.Jun 2024 to now
- LPL Financial LLCJun 2024 to now
- Cetera Advisor NetworksApr 2023 to Jun 2024
- Riverpoint Wealth ManagementJun 2022 to Mar 2023
- Ameriprise Financial ServicesJan 2021 to Jun 2022
- Royal AllianceMay 2020 to Jan 2021
- Blumark Financial Advisors LLC dba BlumarkDec 2015 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 6499605
- Firm CRD
- 171351