Gregory
Mitro
Founders Financial Alliance, LLC
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About this Advisor
Gregory Mitro is a financial advisor working in St. Petersburg, Florida, with a total of 2 years of industry experience. Mitro is on the advisory team at Founders Financial Alliance, LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James & Associates, Inc and Founders Financial Alliance, LLC. Mitro holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Florida. Founders Financial Alliance, LLC is a financial advisory company operating out of Raleigh, NC. It has offices in 13 locations and a total of 28 financial advisors. It administers $617 million in assets among its 2,661 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 2,661 client accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. Founders Financial Alliance, LLC has a number of services, including 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. Fees for financial management typically are based on which service is provided. However, fees charged by Founders Financial Alliance, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$617,123,862
28
2,661
$231,914
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
Gregory has been registered as a financial advisor for 2 years.*
Founders Financial Alliance, LLC
Raymond James & Associates, Inc
Raymond James Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
St. Petersburg, FL
Raleigh, NC
Cary, NC
Raleigh, NC
Raleigh, NC
Blowing Rock, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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