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Mitchell Clint Niderstros

Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. LPL Financial LLCJan 2025 to now
  2. Robert W. Baird & Co. IncorporatedOct 2022 to Jan 2025
  3. Hefren-tillotsonMay 2019 to Oct 2022
  4. Db Root & CompanyMay 2018 to Jul 2018
  5. Dollar BankDec 2017 to Apr 2019
  6. Saint Vincent CollegeSep 2017 to Dec 2017
  7. Dunham Sporting GoodsJun 2017 to Aug 2017
  8. Saint Vincent CollegeSep 2016 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
7288100
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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