Mishell Defelice is a registered investment advisor at Wells Fargo Advisors, based in Zephyr Cove, NV, with 10 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
195 Us 50 Suite 312, [Satellite], Zephyr Cove, NV, 89448
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mishell owns Off The Hill Marketing, a marketing blog for small businesses, since 2016. This non-investment related activity takes about 10-20% of her time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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