Stoney Creek Advisors LLC
Stoney Creek Advisors LLC (CRD# 284038) is a financial advisory firm headquartered in Rochester Hills, MI. They manage $37,659,364 in 322 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management38MILLION
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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
Robert Kahn (CRD# 5468116) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has over 16 years of experience in the finance industry.
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.
Mark Tabock (CRD# 1905735) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Southfield, MI and has 1 year of experience in the finance industry.
William Waggoner (CRD# 2370124) has over 20 years’ experience in the Financial Services Industry as a branch manager, compliance officer, and financial advisor. He specializes in retirement planning, estate preservation, and long-term care planning. Bill grew up in Michigan, and while he spent his early college years in Arizona, he felt the pull of the Great Lakes area and returned to Shelby Township, where he resides with his wife, Caroline. His hobbies include reading, gardening, and boating. Bill has a Master’s of Science in Finance from Walsh College and is an adjunct professor of Economics at Oakland Community College.
Julia Root (CRD# 7605457) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has 1 year of experience in the finance industry.