Mutual Trust Asset Mgmt., Inc.

Mutual Trust Asset Mgmt., Inc. (CRD# 121364) is a financial advisory firm headquartered in Clearwater, FL. They manage $86,829,863 in 866 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    866
    ACCOUNTS
  • Average Account Value
    $100,265
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, MN

Financial Advisors at Mutual Trust Asset Mgmt., Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Michael D. Riley
CRD#: 2341131
2963 Gulf To Bay Blvd, Ste. 330, Clearwater, FL 33759
96
Wealthminder
score

Michael Riley (CRD# 2341131) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 12 years of experience in the finance industry. Michael Riley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Allen L. Claggett
CRD#: 5694090
2963 Gulf To Bay Blvd, Ste. 330, Clearwater, FL 33759
93
Wealthminder
score

Allen Claggett (CRD# 5694090) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 6 years of experience in the finance industry.

3
Peter J. Taurinskas
CRD#: 4184652
2963 Gulf To Bay Blvd, Ste. 330, Clearwater, FL 33759
93
Wealthminder
score

Peter Taurinskas (CRD# 4184652) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 16 years of experience in the finance industry.

4
Gerald E. Shaw
CRD#: 1305370
5666 Seminole Blvd. Suite 106, Seminole, FL 33772
86
Wealthminder
score

Gerald Shaw (CRD# 1305370) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Seminole, FL and has over 33 years of experience in the finance industry. Gerald Shaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Steven K. Brodeur
CRD#: 2592993
905 Se 12th Ct. #11, Fort Lauderdale, FL 33316
81
Wealthminder
score

Steven Brodeur (CRD# 2592993) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Fort Lauderdale, FL and has over 19 years of experience in the finance industry.

6
Matthew E. Marone
CRD#: 2651141
2963 Gulf To Bay Blvd, Ste. 330, Clearwater, FL 33759
76
Wealthminder
score

Matthew Marone (CRD# 2651141) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 18 years of experience in the finance industry. Matthew Marone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jed E. Bandes
CRD#: 722806
2637 Mccormick Drive Suite 101, Clearwater, FL 33759
66
Wealthminder
score

Jed Bandes (CRD# 722806) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 36 years of experience in the finance industry. Jed Bandes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Steven L. Holland
CRD#: 2171208
2637 Mccormick Drive Suite 101, Clearwater, FL 33759
63
Wealthminder
score

Steven Holland (CRD# 2171208) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Clearwater, FL and has over 10 years of experience in the finance industry.

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