Mitzie Y. Wilson

FARTHER

Atlanta, GA

CRD#: 2414837

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Professional summary

Mitzie Yvonne Wilson, who also goes by M Y Wilson, Mitzie Y Wilson, Mitzie Wilson, Yvonne Wilson, M Yvonne Wilson, is a registered financial advisor currently at FARTHER located in Atlanta, Georgia.

Mitzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Mitzie has worked at 15 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

M Y Wilson | Mitzie Y Wilson | Mitzie Wilson | Yvonne Wilson | M Yvonne Wilson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitzie Yvonne Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2024 - Present

FARTHER

RIA

CRD#: 302050

Atlanta, GA

Past

June 15, 2021 - September 13, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

June 15, 2021 - September 13, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

December 2, 2014 - June 22, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHOENIX, AZ

Past

December 1, 2014 - June 22, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PHOENIX, AZ

Past

October 1, 2012 - December 12, 2014

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

GLENDALE, AZ

Past

October 1, 2012 - December 12, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

GLENDALE, AZ

Past

May 19, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

NORTH LAS VEGAS, NV

Past

May 19, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NORTH LAS VEGAS, NV

Past

August 28, 2008 - November 11, 2008

WADDELL & REED

RIA

CRD#: 866

LAS VEGAS, NV

Past

August 20, 2008 - November 11, 2008

WADDELL & REED

CRD#: 866

LAS VEGAS, NV

Past

September 20, 2007 - February 27, 2008

JACKSON KOHLE & CO.

CRD#: 17788

LAS VEGAS, NV

Past

October 3, 2005 - January 8, 2007

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LAS VEGAS, NV

Past

June 29, 2005 - August 23, 2005

GREAT NORTHERN FINANCIAL SECURITIES, INC.

CRD#: 113054

SPOKANE VALLEY, WA

Past

February 11, 2004 - May 9, 2005

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

NEW YORK, NY

Past

February 11, 2004 - May 9, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

December 16, 2002 - December 1, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 4, 2002 - September 13, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 4, 2002 - September 13, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

May 1, 1995 - May 30, 2001

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

November 15, 1993 - May 1, 1995

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/11/2024)

IAR

Texas
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2008

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/28/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mitzie Y. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitzie Yvonne Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WADDELL & REED

WADDELL & REED

JACKSON KOHLE & CO.

ALLSTATE FINANCIAL SERVICES, LLC

GREAT NORTHERN FINANCIAL SECURITIES, INC.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

EQUITABLE ADVISORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

M&T SECURITIES, INC.

IFMG SECURITIES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2008

Series 65

Date: 12/28/2002

Series 63

Date: 11/12/1993

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2002

Series 6

Date: 11/12/1993

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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