Mitchell Dorfman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Denville, NJ, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3175 State Hwy 10, Suite 900, Denville, NJ, 07834
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is an assistant fencing coach at Randolph High School, dedicating a few hours per week. He also owns Circle Six Wealth Management LLC (DBA Dorfman Wealth Management Group) and Dorfman Wealth Management Group LLC, spending significantly more than full-time hours per month as a manager and financial advisor.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J. B. Hanauer & CO.Broker
State Registrations18 states
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