Alexander David Mitchell

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2017 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2017 → 08/2017
  Teksystems
  Tempe, AZ
• 07/2016 → 04/2017
  Rent-A-Center
  Florence, SC
• 08/2019 → 07/2024
  Bank Of America, N.A.
  Chandler, AZ
• 08/2017 → 07/2024
  Merrill Lynch
  Chandler, AZ
• 07/2024 → 05/2025
  Camopy Wealth Management
  Scottsdale, AZ
• 05/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2024-08-30 → 2025-06-03
  Canopy Wealth Management
  Middleton, WI
  Scottsdale, AZ
• 2017-12-08 → 2024-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2017-12-07
• S63 Uniform Securities Agent State Law Examination
  2010-08-18

Other Names

• Alexander Mitchell