Peter Mitroff
CRD Number: 2960165Current Firm: Stoney Creek Advisors LLC
Compensation Model: Fee Only
Peter Mitroff (CRD# 2960165) Pete has been managing the diverse financial planning needs of high net-worth individuals since 1996. His primary specialties include income and retirement planning, and consulting clients on minimizing the impact of taxation on current and future income. Pete was born, raised, and educated in Michigan, where he and his wife, Amy, are now raising their four children. As a former PGA professional, Pete’s heart is on the golf course, but he also plays an active role within the Rochester community, supporting many organizations, including Salvation Army, American Red Cross, and the Rochester Chamber of Commerce.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Stoney Creek Advisors, LLC | Rochester Hills, MI | Aug 2016 - Current | 7 |
Stoney Creek Advisors, LLC | Rochester Hills, MI | May 2016 - Current | 7 |
Executive Wealth Management, LLC | Troy, MI | Jan 2011 - Aug 2016 | 5 |
Invest Financial Corp. | Rochester Hills, MI | Apr 2009 - Aug 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- MI
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Total Assets Under Management38MILLIONS
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Total Number of Accounts322ACCOUNTS
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Average Account Value$116,955
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
Stoney Creek Advisors, LLC, is a registered investment adviser located in Rochester Hills, MI. Stoney Creek Advisors, LLC, may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Stoney Creek Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stoney Creek Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Stoney Creek Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stoney Creek Advisors, LLC, with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Stoney Creek Advisors, LLC, please contact the state securities regulators for those states in which Stoney Creek Advisors, LLC, maintains a registration filing. A copy of Stoney Creek Advisors, LLC’s current written disclosure statement discussing Stoney Creek Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Stoney Creek Advisors, LLC, upon written request. Stoney Creek Advisors, LLC, does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stoney Creek Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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