Wells Fargo Advisors
47yrs
Top advisor by experience in Glastonbury
19yrs
David Mitchell
Full name on record: David Carleton Mitchell
Financial advisor at Commonwealth Financial Network
David Mitchell is a fiduciary financial advisor in Glastonbury, Connecticut, with 19 years in the industry. After five years at Newfleet Asset Management and four years at Virtus Investment Advisers, David joined Commonwealth Financial Network in 2022, a firm offering financial planning, investment management, and retirement plan consulting. David holds the CFA designation.
One of 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office340 Hebron Avenue, Glastonbury, CT 06033
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCommonwealth Financial NetworkCurrent firm
- 2016 – 2021Newfleet Asset Management, LLCPreviously
- 2012 – 2016Virtus Investment Advisers, LLCPreviously
- Feb 2008 – Sep 2008UBS Financial Services Inc.Previously
Contact David
(781) 736-0700Firm headquarters in Waltham, MA. Ask for David. 340 Hebron AvenueGlastonbury, CT 06033Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Commonwealth Financial Network at (781) 736-0700 and ask for David Mitchell. David works from the Glastonbury, CT office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 19 years. More experience than 57% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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