Mitchell Robert Bordelon

Employer firm

Dumaine Investments LLC CRD 306481

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• WEALTH ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 02/2017
  Hancock Investment Services, Inc.
  Thibodaux, LA
• 05/2013 → 02/2017
  Hancock Bank
  Thibodaux, LA
• 02/2017 → Present
  Crescent Sterling, Ltd
  Metairie, LA

Previous Registrations

• 2017-02-22 → 2024-07-03
  Crescent Sterling Ltd.
  Metairie, LA
• 2014-01-28 → 2017-02-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Thibodaux, LA
  Harvey, LA

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Designations

• Certified Financial Planner