Mitchell Robert James
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Mitchell Robert James? 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
12 years in the industry.
- Equitable Advisors, LLCMar 2023 to now
- Devenir GoaltendersMay 2017 to now
- Class "a" ValetNov 2022 to Aug 2023
- Scotlynn USA Division Inc.Sep 2022 to Nov 2022
- Minnesota State UniversityJan 2021 to Jul 2022
- Red LobsterJun 2019 to Oct 2020
- North Hennepin Community CollegeJan 2019 to Dec 2020
- Pure HockeyOct 2016 to Apr 2017
- Minnesota Connections AcademyDec 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7714708
- Firm CRD
- 6627