Mitchell SandsCRD Number: 6387248
Current Firm: Clearpath Capital Partners LLC
Mitchell Sands (CRD# 6387248) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Mutual Advisors,llc||Casper, WY||Jan 2018 - Current||< 1|
|Clearpath Capital Partners LLC||San Francisco, CA||Jun 2013 - Jan 2018||4|
|University Of San Diego||San Diego, CA||Sep 2012 - Jun 2013||< 1|
|San Diego Padres||San Diego, CA||Jun 2012 - Aug 2012||< 1|
|University Of San Diego||San Diego, CA||Sep 2011 - Jun 2012||< 1|
|08/2011||Irvine, CA||Jun 2011 - Aug 2011||< 1|
|University Of San Diego||San Diego, CA||Sep 2010 - Jun 2011||< 1|
|Cresa Partners||Newport Beach, CA||Jun 2010 - Aug 2010||< 1|
|University Of San Diego||San Diego, CA||Sep 2009 - Jun 2010||< 1|
|Corona Del Mar High School||Newport Beach, CA||Aug 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management261MILLIONS
Total Number of Accounts338ACCOUNTS
Average Account Value$772,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, VA, WA
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