Mitchell Sands, financial advisor San Francisco CA
89 score

Mitchell Sands

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Clearpath Capital Partners LLC San Francisco, CA Jun 2013 - Current 3
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
Contact Info for Mitchell L. Sands
Phone Number: (415) 682-6900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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