Mitchell PinheiroCRD 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|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|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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