Ronald
Panichelle

Mutual Advisors, LLC

CRD#1005385
Investment Advisor
in Latrobe, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Panichelle is a financial advisor based in Latrobe, Pennsylvania, working with Mutual Advisors, LLC. Ronald has previously held positions at Mutual Securities, Inc, Mutual Advisors, LLC, Nationwide Advisory Services, Inc, and Nationwide Ins. Co. Ronald has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ronald is part of Mutual Advisors, LLC, which operates out of Latrobe, Pennsylvania. The firm has 75 offices and 255 employees. The firm manages assets totaling $6.9 billion and serves high-net-worth clients. 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 Mutual Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mutual Advisors, LLC Brokerage Details

Total Assets Under Management

$6,947,119,840

PA Average: $1,978,216,465
Total Number of Employees

255

PA Average: 226
Total Number of Accounts

20,381

PA Average: 7,467
Average Account Size

$340,863

PA Average: $264,928

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

2019 - Present (5 years)

Mutual Securities, Inc

2019 - Present (5 years)

Mutual Advisors, LLC

1986 - 2019 (33 years)

Nationwide Advisory Services, Inc

1986 - 2019 (33 years)

Nationwide Ins. Co

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

Trevor Cross
Scottsdale, AZ
James Mulzer
Colorado Springs, CO
Jeffrey Fox
Chesterfield, MO
Thomas Weed
Vancouver, WA
Matthew Donnelly
Minneapolis, MN
Jacob Gall
Chesterfield, MO
Mark Garcia
Sweetwater, TX
Lisa Oconnor
Camarillo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started