This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ALESCO ADVISORS, LLC, AN ESL COMPANY

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Oct 17, 2015

First registration

Mar 13, 2017

Dual registered

no

Other names

STEVE THOMAS MITCHELL

IAPD individual key

6320900

• Occurred

  Jan 2, 2023
  Advisor changed firm

  Stephen Thomas Mitchell left Novem Group for Alesco Advisors Llc (registered 2023-02-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8f0ab937-6e86-6e4b-4fa2-cd91e1b19919

First observed

Mar 13, 2017

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.