Michael S. Mitchell
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
30 years
Location
La Caãada Flintridge, CA
Fidelity
Institution
About
Michael Mitchell is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2022. He has more than two decades of experience in the financial industry and holds the Certified Financial Planner (CFP®) designation, providing a solid financial planning background to support his clients. Throughout his tenure at Fidelity, Michael has held various roles, including Vice President Financial Consultant, Branch Manager, Channel Development, Regional Consultant, and Financial Representative.
Michael's expertise encompasses a wide range of financial services, leveraging the extensive resources available at Fidelity to address diverse client needs. He is also licensed in insurance in California, enabling him to offer comprehensive financial advice. Outside of his professional commitments, Michael has interests in fitness and music.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Most active in
Michael M has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
30 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and Workplace Advisors
2018 - Present • 8 years
Boston, MA
Fidelity Brokerage Services, Inc.
1995 - Present • 31 years
Denver, CO
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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