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Tomer Mizrahi
3 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 3 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
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
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
July 2025Employment History
Current Registrations
Wells Fargo Advisors
July 2025 - Present · 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2025 - Present · 10 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.