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Advisors / Utah / Park City
24yrs

Mitchell Winter

Financial advisor at Merrill

Mitchell Winter is a fiduciary financial advisor in Park City, Utah, with 24 years in the industry. Mitchell joined Merrill in 2006, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 100 advisors with offices in Park City, and one of 97 fiduciaries.

Park City, UTTop 21% by experience in UtahFiduciary advisor
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At a glance

Experience24 years (since 2002)
How that compares ?Top 21% by experience in Utah
OfficePark City, UT
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2006 – now
    MerrillCurrent firm

Questions to ask Mitchell

Tailored to Mitchell’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Merrill at (800) 637-7455 and ask for Mitchell Winter. Mitchell works from the Park City, UT office.

How long has Mitchell been a financial advisor?

Mitchell has been in the industry since 2002, about 24 years. Top 21% by experience in Utah.

What licenses does Mitchell hold?

Series 63, Series 65, Series 66. 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?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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