Mitchell Smyth
Mitchell Smyth is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Indianapolis, IN, with 20 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
8332 Woodfield Crossing Blvd., Indianapolis, IN, 46240-2482
Get directionsHistory
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
USAA Investment Management CompanyBroker
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations35 states
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
More Advisors
- Allen Duros, CFPSchwab Wealth Advisory, INC.
- Benjamin Fisher, CFPSchwab Wealth Advisory, INC.
- Schyler RahmanSchwab Wealth Advisory, INC.
- Tracey Lehmer, CFPSchwab Wealth Advisory, INC.
- Carlo FreeseSchwab Wealth Advisory, INC.
- Bradley HerxSchwab Wealth Advisory, INC.