William Mitchell, financial advisor San Diego CA

William Mitchell

CRD Number: 4471952
Current Firm: Goldman Sachs Personal Financial Management

William Mitchell (CRD# 4471952) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Personal Financial Management Newport Beach, CA Jan 2020 - Current 3
Bank Of New York Mellon Wealth Mgmnt San Diego, CA Feb 2015 - Jan 2020 4
Altegris Investments, Inc. La Jolla, CA Jan 2014 - Nov 2014 < 1
Midamerica Financial Services, Inc. La Jolla, CA Jul 2011 - Dec 2013 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
S63 Uniform Securities State Law Examination Jul 2021
Contact Info for William R. Mitchell
Phone Number: 949-999-8500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17,421
    MILLIONS
  • Total Number of Accounts
    75,551
    ACCOUNTS
  • Average Account Value
    $230,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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