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Tomer Mizrahi

4 Years of Experience
Fort Lee, NJ
1 DisclosureBroker

Tomer Mizrahi is a registered investment advisor at Wells Fargo Advisors, based in Fort Lee, NJ, with 4 years of industry experience. Tomer 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

2200 Fletcher Ave, Suite 701, Fort Lee, NJ, 07024

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2025
Employment History
Current Registrations
Wells Fargo Advisors
July 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Morgan Stanley
August 2022 - August 2025 · 3 yrs
Morgan StanleyBroker
July 2022 - August 2025 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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