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S. Joel Mittelman

Mittelman Wealth Management

Andover, MA

CRD 7340651

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Employer firm

Mittelman Wealth Management CRD 313042

$205M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mittelman Wealth Management

Andover, MA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-14
NH RA APPROVED 2022-04-11
MA RA APPROVED 2021-05-03
  • TX RA
    APPROVED
    Since 2022-12-14
  • NH RA
    APPROVED
    Since 2022-04-11
  • MA RA
    APPROVED
    Since 2021-05-03

Branch Locations

Andover, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Trust Company Boston MA 10/2015 04/2021
Mittelman Wealth Management Andover MA 05/2021 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • S. Joel Mittelman
  • Joel Mittelman

View on SEC IAPD

More in Andover, MA

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