Mitchell Joseph Dorfman

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Fairfield, NJ

Previous Registrations

• 2002-04-30 → 2004-09-09
  Ubs Financial Services Inc.
  Florham_Park, NJ

Other Businesses

ASST FENCING COACH, RANDOLPH HIGH SCHOOL, MILLBROOK AVE RANDOLPH NJ 07869, 10-15 HRS/WEEK, NOT SECURITIES HRS. DORFMAN WEALTH MANAGEMENT GROUP LLC; NOT INV. RELATED; DENVILLE, NJ; 100% OWNERSHIP; FINET PRACTICE; START DATE 3/28/2016; 200 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: MANAGER AND FINANCIAL ADVISOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-11
• S63 Uniform Securities Agent State Law Examination
  1982-05-03

Designations

• Certified Financial Planner