MG
CFP
MG
CFP

Mitchell Gravelle

29 Years of Experience
Charlotte, NC
Broker

Mitchell Gravelle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 29 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11006 Rushmore Dr Ste 125, [Satellite], Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2026 - Present · 2 mos
Wells Fargo Advisors
August 2026 - Present · 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2015 - August 2026 · 11 yrs 6 mos
Wells Fargo Advisors
February 2015 - August 2026 · 11 yrs 6 mos
Morgan StanleyBroker
June 2009 - February 2015 · 5 yrs 8 mos
Morgan Stanley
June 2009 - February 2015 · 5 yrs 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2007 - April 2007 · 1 mo
Morgan Stanley Dw INC.Broker
May 1997 - April 2007 · 9 yrs 11 mos
State Registrations27 states
ALAZCACOCTDCDEFLGAILKYMAMDMINCNENJNYORPAPRSCTNTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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