DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mitchell Zides

Constant Guidance Financial, LLCindependent RIANorth Attleboro, MaIA-onlyIAPD 2971097

Certified Financial Planner

Feed of 09/14/2026

Also filed as Mitchell Scott Zides

At current firm

11 y

since Oct 1, 2014

In the industry

28 y

since Jan 16, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: LINKEDIN.COM/IN/MITCH-ZIDES-CFA-CFP%C2%AE-B633756reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Constant Guidance Financial, LLC independent RIA current
since Oct 1, 2014 · North Attleboro, Ma
Amundi Pioneer Institutional Asset Management, Inc. former
Apr 20, 2006 to Mar 24, 2011 · Boston, Ma
Amundi Asset Management US, Inc. former
Oct 12, 2004 to Apr 20, 2006 · Boston, Ma
John Hancock Investment Management LLC asset manager
Jun 13, 2003 to Oct 21, 2004 · Boston, Ma
Manulife Investment Management (US) LLC asset manager
Apr 22, 2003 to Oct 19, 2004 · Boston , Ma

Moves

a registration end followed by a registration begin elsewhere

Amundi Pioneer Institutional Asset Management, Inc. to Constant Guidance Financial, LLC
left Mar 24, 2011, registered Oct 1, 2014 (1287 days) · Other
Amundi Asset Management US, Inc. to Amundi Pioneer Institutional Asset Management, Inc.
left Apr 20, 2006, registered Apr 20, 2006 (0 days) · corporate re-registration, not a move
John Hancock Investment Management LLC to Amundi Asset Management US, Inc.
left Oct 21, 2004, registered Oct 12, 2004 (-9 days) · Other
Manulife Investment Management (US) LLC to John Hancock Investment Management LLC
left Oct 19, 2004, registered Jun 13, 2003 (-494 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address