Mitchell
Hay
Koss-Olinger Consulting, LLC
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About this Advisor
Mitchell Hay is a financial advisor based in Gainesville, Florida, working with Koss-Olinger Consulting, LLC. Mitchell has previously held positions at Fidelity Brokerage Services LLC, University Of Alabama, Mary Carter Financial Services, Northwestern Mutual - The Koch Group, Valmark Securities, Inc, and Koss Olinger Consulting LLC. Mitchell has passed the Series 63 regulatory exam and is registered to provide services in Florida and South Carolina. Currently, Mitchell is part of Koss-Olinger Consulting, LLC, which operates out of Gainesville, Florida. The firm has 1 office and 34 employees. The firm manages assets totaling $1.9 billion 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, and selection of other advisers. The fee structure at Koss-Olinger Consulting, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Koss-Olinger Consulting, LLC Brokerage Details
$1,869,130,545
34
3,016
$619,738
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
Mitchell Hay Work History
Valmark Securities, Inc
Koss Olinger Consulting LLC
Fidelity Brokerage Services LLC
Northwestern Mutual - The Koch Group
Mary Carter Financial Services
University Of Alabama
Disclosures
Please visit the SEC profile of Mitchell Hay 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 Koss-Olinger Consulting, LLC
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
Gainesville, FL
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