Mitchell Stonestreet
Mitchell Stonestreet is a registered investment advisor at Cetera Investment Advisers LLC, based in Port Clinton, OH, with 27 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4125 East Kirk Rd Suite 9, Port Clinton, OH, 43452
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mitchell is the owner of Mitch Stonestreet Co, Inc. DBA Stonestreet Financial, an insurance DBA, since 1996. He dedicates about a quarter of his time to sales and service, with most of that time occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Blue Vase Securities, LLCBroker
H. Beck, INC.Broker
State Registrations2 states
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