Mitchell Pinheiro, financial advisor Voorhees Township NJ

Mitchell Pinheiro

CRD Number: 1262698
Current Firm: Legacy Investment Advisors, LLC

Mitchell Pinheiro (CRD# 1262698) is an Investment Advisor Representative working at Legacy Investment Advisors, LLC in Voorhees Township, NJ and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sturdivant & Company, Inc. Mount Laurel, NJ Apr 2019 - Current 4
Legacy Investment Advisors, LLC Mt. Laurel, NJ Apr 2019 - Current 4
Self-employed West Chester, PA Jun 2018 - Apr 2019 < 1
Costello Asset Management, Inc. Feasterville, PA May 2017 - May 2018 1
Wunderlich Securities, Inc. Memphis, TN Oct 2015 - May 2017 1
Imperial Capital, LLC New York, NY May 2013 - Oct 2015 2
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: 856-751-7909
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $303,317
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

DE, NJ, PA, TX

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