Mitchell James Rottier
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
13 years in the industry.
- Morton Private Wealth Strategies, Inc.Mar 2024 to now
- Raymond James Financial Services Advisors, IncFeb 2024 to now
- Raymond James Financial Services, Inc.Jun 2023 to now
- Morton Private Wealth StrategiesMay 2022 to Aug 2022
- University of Alabama In HuntsvilleAug 2020 to May 2023
- Pipelines LLCApr 2020 to Aug 2020
- Southern Union State Community CollegeMay 2018 to May 2020
- Pelham High SchoolJun 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7564986
- Firm CRD
- 149018