Ronald
Panichelle

Mutual Advisors, LLC

CRD#1005385
Investment Advisor
in Latrobe, PA

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About this Advisor

Ronald Panichelle is a chartered financial consultant based in Latrobe, Pennsylvania with 4 years of relevant experience. Panichelle is on the advisory team at Mutual Advisors, LLC. Throughout their career, Panichelle has worked at Nationwide Ins. Co, Nationwide Advisory Services, Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Panichelle maintains a Series 63 license, certifying them as a securities agent, and is approved to work in Pennsylvania. Mutual Advisors, LLC is a registered investment business operating out of Casper, WY. It has offices in 71 locations and a total of 262 advisors. It administers $5 billion in assets across its 20,842 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 20,842 customer accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. The firm performs a wide set 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. A financial advisor's fees largely are based on which services are provided. Fee types charged by Mutual Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

535 Lloyd Ave.
Latrobe, PA 15650

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Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$5,305,999,278

PA Average: $484,914,235
Total Number of Employees

262

PA Average: 8
Total Number of Accounts

20,842

PA Average: 674
Average Account Size

$254,582

PA Average: $719,457

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

Ronald Panichelle Work History

Ronald has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

1986 - 2019 (33 years)

Nationwide Ins. Co

1986 - 2019 (33 years)

Nationwide Advisory 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 Ronald Panichelle 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 Mutual Advisors, LLC

Joseph Thaman
Saint Louis, MO
Stan Dungca
Camarillo, CA
Pedro Hero
San Antonio, TX
Matthew Pascarella
Morristown, NJ
Alexander Whitehouse
Vancouver, WA
Jeffrey Adler
Cincinnati, OH
Madison Donovan
San Jose, CA
Jonathan Fairbanks
Hartford, CT

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