Andrew John-Garrett Mitchell

Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

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

Current Employers

Employment History

• 12/2015 → 12/2018
  Nylife Securities Llc
  Grand Rapids, MI
• 07/2015 → 12/2018
  New York Life
  Grand Rapids, MI
• 01/2019 → Present
  Action Point Financial Planning
  Grand Rapids, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-22
• S63 Uniform Securities Agent State Law Examination
  2016-12-12