World Investment Advisors
37yrs
Top advisor by experience in Cleves
11yrs
Cory Mitchell
Financial advisor at Strategic Advisers
Cory Mitchell is a fiduciary financial advisor in Cleves, Ohio, with 11 years in the industry. After a year at Fisher Investments and six years at Fidelity Personal and Workplace Advisors, Cory joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Cleves, and one of 12 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 64% of advisors at Strategic Advisers
OfficeCleves, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowStrategic Advisers LLCCurrent firm
- Oct 2024 – Jan 2026Fisher InvestmentsPreviously
- 2018 – 2024Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Contact Cory
(617) 563-7000Firm headquarters in Boston, MA. Ask for Cory. Cleves, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cory
Tailored to Cory’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 Cory
How do I contact Cory?
Call Strategic Advisers at (617) 563-7000 and ask for Cory Mitchell. Cory works from the Cleves, OH office.
How long has Cory been a financial advisor?
Cory has been in the industry since 2015, about 11 years. More experience than 64% of advisors at Strategic Advisers.
What licenses does Cory hold?
Series 66. Tap any license on this page to see what it allows.
Is Cory a fiduciary?
Cory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cory paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Cory 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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