Peter A. Mitroff

STONEY CREEK ADVISORS LLC

Rochester Hills, MI 48307

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CRD#: 2960165

Professional summary

Peter A Mitroff is a registered financial advisor currently at STONEY CREEK ADVISORS LLC located in Rochester Hills, Michigan.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter A Mitroff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2016 - Present

STONEY CREEK ADVISORS LLC

Office #1: 445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307

RIA

CRD#: 284038

Rochester Hills, MI

Past

January 13, 2011 - August 24, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

ROCHESTER HILLS, MI

Past

January 13, 2011 - October 3, 2016

EXECUTIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 140736

BRIGHTON, MI

Past

April 3, 2009 - August 24, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

ROCHESTER HILLS, MI

Past

November 7, 1997 - April 8, 2009

OSAIC WEALTH, INC.

CRD#: 23131

TROY, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONEY CREEK ADVISORS LLC

CRD#: 284038 / SEC#:

Michigan

Registered Investment Advisory firm - (6/23/2016 Approved)

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Contact information

Main Address

445 S. Livernois Rd., Suite 105, Rochester Hills, MI 48307

Mailing Address

Phone number

(248) 266-2900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	307
AUM (Assets Under Management)	$ 47,866,529

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter A. Mitroff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter A Mitroff's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVEST FINANCIAL CORPORATION

EXECUTIVE WEALTH MANAGEMENT, LLC

INVEST FINANCIAL CORPORATION

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2011

Series 63

Date: 11/11/1997

SIE

Date: 8/24/2016

Series 7

Date: 10/26/1999

Series 6

Date: 11/6/1997

Current Firm

STONEY CREEK ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONEY CREEK ADVISORS LLC

TRUST BUT VERIFY

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