Mohsin Hafeez is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Corte Madera, CA, with 16 years of industry experience. Mohsin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
770 Tamalpais Dr Ste 220, [Nn-Rbo], Corte Madera, CA, 94925
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mohsin owns Global Minerva Alliance, an education services/consultancy, and rental property. He also teaches financial analysis and corporate finance at Golden Gate University, Hult Intl Business School, and UC Berkeley Extension, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations15 states
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