Mitchell Ryan Roth
Investment adviser representative at Sovran Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
- Pension consulting
Experience
10 years in the industry.
- Sovran Advisors, LLCApr 2026 to now
- Aimpoint Wealth ManagementApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- The Vanguard Group, Inc.Nov 2022 to Apr 2026
- LPL Financial LLCDec 2021 to Oct 2022
- Equitable Advisors, LLCMay 2020 to Dec 2021
- AXA Advisors, LLCMay 2020 to Jun 2020
- Ameriprise Financial Services incJul 2018 to Apr 2020
- Adamantine Spine MovingMay 2018 to Jun 2018
- Western Illinois UniversityAug 2017 to May 2018
- Adamantine Spine MovingMay 2017 to Jul 2017
- Western Illinois UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
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
- 6995027
- Firm CRD
- 329415