Mitchell
Fine

Wells Fargo Clearing Services, LLC

CRD#1222511
Investment Advisor
in New York, NY
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About this Advisor

Mitchell Fine is a certified financial planner whose office is in New York, New York. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, Fine has an impressive 25 years of professional experience in the financial advisory industry. Fine holds a Series 63 license, qualifying the advisor as a securities broker. Fine is registered to serve investors in Texas. Over the course of their career, they have held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC and Citigroup Global Markets Inc. Wells Fargo Clearing Services, LLC is based out of New York, New York, and operates out of 6,557 other brick-and-mortar locations in the United States. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1211 Ave Of The Americas 27Th Fl
New York, NY 10036

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

NY Average: $11,469,110,461
Total Number of Employees

26,352

NY Average: 458
Total Number of Accounts

1,434,106

NY Average: 33,415
Average Account Size

$302,067

NY Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Mitchell Fine Work History

Mitchell has 25 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1993 - 2009 (16 years)

Citigroup Global Markets Inc

Disclosures

Mitchell Fine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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