Supreme Alliance
47yrs
Top advisor by experience in Charlotte
9yrs
Mitchell Juda
Financial advisor at Advice and Planning Services
Based in Charlotte, North Carolina, Mitchell Juda is a fiduciary financial advisor with 9 years of industry experience. Mitchell joined Advice and Planning Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeCharlotte, NC
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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.
Career
- 2024 – now
Contact Mitchell
(212) 490-9000Firm headquarters in New York, NY. Ask for Mitchell. Charlotte, NCOffice · Get directions Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Advice and Planning Services at (212) 490-9000 and ask for Mitchell Juda. Mitchell works from the Charlotte, NC office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Mitchell 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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