Mitchell Pinheiro, financial advisor West Chester PA
93 score

Mitchell Pinheiro

CRD Number: 1262698
Current Firm: Wunderlich Securities, Inc.

Mitchell Pinheiro (CRD# 1262698) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in West Chester, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wunderlich Securities, Inc. Memphis, TN Oct 2015 - Current 1
Imperial Capital, LLC New York, NY May 2013 - Oct 2015 2
Unemployed West Chester, PA Dec 2012 - Apr 2013 < 1
Janney Montgomery Scott Inc. Philadelphia, PA Apr 1984 - Nov 2012 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Mitchell B. Pinheiro
Phone Number: 901-251-1330
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,489
    MILLIONS
  • Total Number of Accounts
    4,309
    ACCOUNTS
  • Average Account Value
    $345,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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