MD
MD

Mitchell Disler

7 Years of Experience
Rockville, MD
Broker

Mitchell Disler is a registered investment advisor at Cetera Investment Advisers LLC, based in Rockville, MD, with 7 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9401 Key West Ave, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2026 - Present · 4 mos
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - November 2025 · 8 mos
Fidelity Personal and Workplace Advisors
September 2021 - March 2025 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
August 2021 - November 2025 · 4 yrs 3 mos
J.P. Morgan Securities LLCBroker
May 2019 - July 2021 · 2 yrs 2 mos
J.P. Morgan Securities LLC
May 2019 - July 2021 · 2 yrs 2 mos
Edward Jones
April 2018 - January 2019 · 9 mos
Edward JonesBroker
March 2018 - January 2019 · 10 mos
State Registrations3 states
MDTXVA
AdvisorBrokerBoth

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.
Mitchell Disler - Financial Advisor | TrueAdvisor