Advisor at Cerity partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cerity partners LLC
Location
Scottsdale, AZ 85255
Credentials
Series 63, Series 66
Industry experience
10 years
Alexander Mitchell is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Camopy Wealth Management, Bank of America, and Merrill Lynch. Based in Scottsdale, AZ, Mitchell has a background spanning both wealth management and financial services firms. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.
Based on Cerity partners LLC
Based on Cerity partners LLC
Flat fees or fixed annual retainers may be charged for financial planning or other services; amounts are negotiated and vary.
Hourly or fixed fees may be quoted for certain services such as financial planning, based on the scope of each engagement; specific amounts not stated.
Performance-based fees are charged for qualified clients under Rule 205-3; also fees related to affiliated private investment vehicles may apply as described in governing documents.
Account minimum: Information not explicitly stated; minimum fees and account minimums are negotiated and may vary by client, with no specific dollar minimum provided. Minimum fee: Minimum fees may apply and are agreed upon with the client; minimum fee amounts are negotiated and can exceed 1.50% on assets under management in certain cases.
7659 E. Pinnacle Road, Suite 100
Scottsdale, AZ 85255
Arizona
Cerity Partners LLC
2025 - Present (1 year)
Camopy Wealth Management
2024 - 2025 (1 year)
Bank Of America, N.a.
2019 - 2024 (5 years)
Merrill Lynch
2017 - 2024 (7 years)
Merrill
2017 - 2024 (7 years)
TEKsystems
2017 - 2017 (1 year)
Rent-A-Center
2016 - 2017 (1 year)
Unemployed
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
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PFS™, Series 66
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CFP®, Series 63
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