Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
13yrs
Mitchell Lamchick
Financial advisor at Morgan Stanley
Mitchell Lamchick has worked in the financial industry for 13 years and is a financial advisor based in Coral Gables, Florida. Mitchell has been with Morgan Stanley since 2026; before that, Mitchell spent 13 years at Raymond James & Associates. Mitchell holds the CFP® designation.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office220 Alhambra Circle 10th Floor, Coral Gables, FL 33134
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 ?2 states
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jul 2026 – nowMorgan StanleyCurrent firm
- 2013 – 2026Raymond James & Associates, Inc.Previously
Contact Mitchell
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Mitchell. 220 Alhambra Circle 10th FloorCoral Gables, FL 33134Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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?
- 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 Morgan Stanley at (914) 225-5510 and ask for Mitchell Lamchick. Mitchell works from the Coral Gables, FL office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Mitchell hold?
Series 63. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mitchell 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 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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