Gregory
Mitro
Founders Financial Alliance, LLC
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About this Advisor
Gregory Mitro is a financial advisor based in St. Petersburg, Florida, working with Founders Financial Alliance, LLC. Gregory has previously held positions at Raymond James Financial Services, Inc, Raymond James & Associates, Inc, and Founders Financial Alliance, LLC. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Gregory is part of Founders Financial Alliance, LLC, which operates out of St. Petersburg, Florida. The firm has 14 offices and 28 employees. The firm manages assets totaling $700.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Founders Financial Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$700,896,438
28
3,033
$231,090
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Gregory Mitro Work History
Founders Financial Alliance, LLC
Raymond James & Associates, Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Gregory Mitro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Founders Financial Alliance, LLC
Cary, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Cary, NC
St. Petersburg, FL
Chapel Hill, NC
Cary, NC
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