Raymond James & Associates
43yrs
Top advisor by experience in West Hartford
New
Joseph Mitchell
Financial advisor at YHB Investment Advisors
Joseph Mitchell is a fiduciary financial advisor in West Hartford, Connecticut, registered since May 2026. Joseph has been with YHB Investment Advisors since 2026. YHB Investment Advisors offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 358 advisors with offices in West Hartford, and one of 324 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office29 South Main Street Suite 306, West Hartford, CT 06107
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.78 million
Advisors at the firm18
States licensed ?1 state
Services through YHB Investment Advisors
Investment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther 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 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowYHB Investment Advisors Inc.Current firm
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Joseph
How do I contact Joseph?
Call YHB Investment Advisors at (860) 561-7050 and ask for Joseph Mitchell. Joseph works from the West Hartford, CT office.
How long has Joseph been a financial advisor?
Joseph is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Joseph hold?
Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
YHB Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph 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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