Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
30yrs
Mitchell Berlin
Full name on record: Mitchell Greg Berlin
Financial advisor at Ameriprise Financial Services
Mitchell Berlin has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Bethesda, Maryland. Mitchell joined Ameriprise Financial Services in 1996, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office4800 Montgomery Ln Suite 620, Bethesda, MD 20814
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- 1996 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Mitchell
Local office(301) 320-1465Ask for Mitchell. (612) 671-3131Main office · Minneapolis, MN 4800 Montgomery Ln Suite 620Bethesda, MD 20814Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Mitchell
Tailored to Mitchell’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?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (301) 320-1465 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mitchell Berlin.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell 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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