LPL Financial
46yrs
Top advisor by experience in Sandy
33yrs
Monte Mitchell has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Sandy, Utah. After a year at TD Ameritrade Investment Management and a year at TD Ameritrade, Monte joined Morgan Stanley in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 364 advisors with offices in Sandy, and one of 353 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 4% by experience in Sandy
Office200 West Civic Center Drive, Sandy, UT 84070
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowMorgan StanleyCurrent firm
- Aug 2017 – May 2018TD Ameritrade Investment Management, LLCPreviously
- Aug 2017 – May 2018TD Ameritrade, Inc.Previously
- Nov 2014 – Apr 2015Jensen Investment Management Inc.Previously
Contact Monte
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Monte. 200 West Civic Center DriveSandy, UT 84070Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Monte
Tailored to Monte’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Monte
How do I contact Monte?
Call Morgan Stanley at (914) 225-5510 and ask for Monte Mitchell. Monte works from the Sandy, UT office.
How long has Monte been a financial advisor?
Monte has been in the industry since 1993, about 33 years. Top 4% by experience in Sandy.
What licenses does Monte hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Monte a fiduciary?
Monte is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Monte paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Monte for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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