Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Bryan Mitchell has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Austin, Texas. Bryan joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office607 W 3rd St, Austin, TX 78701
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Career
- 2022 – nowMerrillCurrent firm
Contact Bryan
Local office(512) 397-1878Ask for Bryan. (800) 637-7455Main office · New York, NY 607 W 3rd StAustin, TX 78701Office · Get directions
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Bryan
How do I contact Bryan?
Call Bryan’s local office at (512) 397-1878 or the Merrill main office at (800) 637-7455, and ask for Bryan Mitchell.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan 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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