Mitchell Brian Seelinger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → 07/2017
  Tim Hortons
  Erie, PA
• 09/2013 → 05/2017
  Mercyhurst University
  Erie, PA
• 06/2017 → 07/2019
  Citigroup
  Getzville, NY
• 07/2019 → 04/2026
  Fidelity Brokerage Services Llc
  Woodmere Village, OH
• 03/2025 → 04/2026
  Strategic Advisors Llc
  Boston, MA
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Mentor, OH
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Mentor, OH
• 05/2020 → 03/2025
  Fidelity Personal And Workplace Advisors
  Westlake, OH

Previous Registrations

• 2025-03-31 → 2026-04-09
  Strategic Advisers Llc
  Cleveland, OH
  Westlake, OH
  Boston, MA
• 2020-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, OH

Other Businesses

(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor , OH, 44060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment and Retirement Planning with Clients.\n

Exams

• S66 Uniform Combined State Law Examination
  2020-05-09
• S63 Uniform Securities Agent State Law Examination
  2019-10-22

Designations

• Certified Financial Planner