SM
SM

Steven Mitchell

24 Years of Experience
Lancaster, PA
Sells Insurance

Steven Mitchell is a registered investment advisor, based in Lancaster, PA, with 24 years of industry experience.

Location

147 N. Shippen Street, Lancaster, PA, 17602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven is a registered investment advisor, sells fixed insurance, and is an educational book author. He is also a board member of St. Joseph Health Ministries and the YMCA of Lancaster, and is forming an LLC for marketing/sales of patent rights, taking minimal time.

Employment History
Previous Registrations
Psi Capital Management
January 2002 - December 2025 · 23 yrs 11 mos
Investacorp Advisory Services INC
October 2001 - January 2007 · 5 yrs 3 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.