Mitchell Sehi
Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business
Are you Mitchell Sehi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wealthcare Advisory Partners LLCMar 2025 to now
- LPL Financial LLCMar 2025 to now
- Ocean PrimeFeb 2015 to now
- MML Investors Services, LLCJun 2022 to Feb 2025
- Massmutual Life Insurance CoMar 2022 to Feb 2025
- Pruco Securities, LLCJan 2021 to Jul 2021
- Equitable Advisors, LLCJul 2020 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7268663
- Firm CRD
- 171976