Andrea Mitchell

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

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

• 02/2012 → 09/2016
  Lpl Financial
  San Diego, CA
• 09/2016 → 09/2019
  Crabel Capital
  Los Angeles, CA
• 09/2019 → 01/2021
  Bel Air Investment Advisors
  Los Angeles, CA
• 01/2021 → Present
  Seia Llc
  Los Angeles, CA
• 01/2021 → 08/2023
  Royal Alliance Associates, Inc.
  Los Angeles, CA
• 08/2023 → Present
  Ses Inc.
  Los Angeles, CA

Other Businesses

1) SEIA; POSITION: Trading Operations Analyst NATURE: LLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/11/2021 ADDRESS: 2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES CA 90047, United States DESCRIPTION: RIA Service

Exams

• S66 Uniform Combined State Law Examination
  2021-11-20
• S63 Uniform Securities Agent State Law Examination
  2016-01-22

Other Names

• Andrea Danielle Mitchell