MS
MS

Mitchell Lawrence Sands

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
487 clients
Average Client Portfolio
$679K average
Assets Under Management
$330.6M

Fee Structure

Loading...

Location

1255 Treat Blvd.,, Office 372, Walnut Creek, CA, 94597

Get directions

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.

Learn about disclosures →
Other Business Activities

Mitchell is an angel investor in U Stadium, a sports tech startup, dedicating minimal time. He is also a registered representative with Emerson Equity LLC and a partner/founder of Catalyst Private Wealth, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Catalyst Private Wealth, LLC
October 2019 - Present · 6 yrs 4 mos
Emerson Equity LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Emerson Equity LLC
September 2019 - September 2022 · 3 yrs
Mutual Advisors, LLC
January 2018 - September 2019 · 1 yr 8 mos
Clearpath Capital Partners LLC
August 2014 - April 2018 · 3 yrs 8 mos
State Registrations17 states
AZCACOFLILMAMINCNENJNVNYORSDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mitchell Lawrence Sands - Financial Advisor | TrueAdvisor