Mitchell Eric Martin

Employer firm

Mitchell Advisory Inc CRD 109447

$94.2M regulatory AUM 25 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Mitchell Advisory Inc

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2009-02-20

VA RA
APPROVED

Since 2009-02-20

Branch Locations

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • 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

Organization	City	State	From	To
Mitchell Advisory, Inc.	Herndon	VA	01/1991	Present

01/1991 → Present

Mitchell Advisory, Inc.

Herndon, VA

Previous Registrations

2004-04-21 → 2009-02-05

Mitchell Advisory Inc

Herndon, VA

Other Businesses

I AM A 50 PERCENT OWNER OF A BAGEL CAFE THAT MY WIFE RUNS. THE BUSINESS ADDRESS IS 300 ELDEN STREET HERNDON VIRGINIA 20170. I AM PRESIDENT OF THE BUSINESS AND OVERSEE THE COMPANY'S FINANCES. THE RESTAURANT OPENED IN DECEMBER 1994 AND I HAVE BEEN INVOLVED SINCE THEN. THE BUSINESS REQUIRES APPROX. 20 HOURS PER MONTH OF MY TIME PRIMARILY DURING NON-TRADING HOURS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-08-10
S65	Uniform Investment Adviser Law Examination	1990-08-10

S63 Uniform Securities Agent State Law Examination

1990-08-10
S65 Uniform Investment Adviser Law Examination

1990-08-10

Designations

Certified Financial Planner

Other Names

Mitch Martin

View on SEC IAPD