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Advisors / Delaware / Wilmington
8yrs

Robert Mitchell

Full name on record: Robert George Mitchell

Financial advisor at Steadtrust

Robert Mitchell has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Wilmington, Delaware. Robert has been with Steadtrust since 2025. Robert holds the CFA designation.

One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.

Wilmington, DE 19806CFAFiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1711 Woodlawn Ave, Wilmington, DE 19806
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$918,620
Advisors at the firm9
States licensed ?1 state

Services through Steadtrust

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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

  1. Apr 2025 – now
    SteadtrustCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Steadtrust at (972) 876-8422 and ask for Robert Mitchell. Robert works from the Wilmington, DE office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Robert hold?

Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Steadtrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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