Raymond James & Associates
43yrs
Top advisor by experience in West Hartford
8yrs
Mitchell Guarnieri has worked in the financial industry for 8 years and is a fiduciary financial advisor based in West Hartford, Connecticut. Mitchell has been with Merrill since 2018. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 358 advisors with offices in West Hartford, and one of 324 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office29 S Main St, West Hartford, CT 06107
FirmMerrill
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- 2018 – nowMerrillCurrent firm
Contact Mitchell
Local office(860) 521-7350Ask for Mitchell. (800) 637-7455Main office · New York, NY 29 S Main StWest Hartford, CT 06107Office · Get directions
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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?
- 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 (860) 521-7350 or the Merrill main office at (800) 637-7455, and ask for Mitchell Guarnieri.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mitchell hold?
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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