Adviser and broker representative · Captrust
Bridget E. Mitchell
CRD 2805145 · West Chester Township, OH
At a glance
Bridget E. Mitchell is an investment adviser representative with Captrust in West Chester Township, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bridget’s SEC record dates to 2020, about 6 years ago. Bridget is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- CaptrustSince May 2020West Chester Township, OH · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bridget’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Captrust
- Joshua S. HaireWest Chester Township · Certified Financial Planner
- Meagan E. AbbeyBrentwood
- William C. AbbottRaleigh · Certified Financial Planner
- Walter E. AbeleGreensboro · Certified Financial Planner
- Brandon C. AberRaleigh
- Lindsay A. AbrahamsLake Success
- Aaron AdcockChesterton
- Jefferson C. AdcockBrentwood · Certified Financial Planner
Every advisor at Captrust →Captrust: assets, clients and custodians →CAPTRUST news, moves and payouts →Financial advisors in West Chester Township, OH →Advisor Moves: who changed firms this week →