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Alexander David Mitchell

Cerity Partners LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Cerity Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cerity Partners LLC
June 2025 - Present · 8 mos
Previous Registrations
Canopy Wealth Management
August 2024 - June 2025 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - July 2024 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - July 2024 · 6 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
June 2010 - September 2012 · 2 yrs 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.