Skip to content

Jerry Todd Mirolla

Investment adviser representative at Prossimo Advisors LLC
42 yearsExperience
2 statesRegistered in
$238.5MFirm assets
6 yearsFirm in business

Are you Jerry Todd Mirolla? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

42 years in the industry.

  1. Prossimo Advisors LLCJun 2017 to now
  2. Consiliarius ConsultantsJan 2013 to now
  3. Andre, Morris, & ButterySep 1984 to now
  4. Domus Capital Group, LLCJan 2016 to Jan 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Prossimo Advisors LLC

$238.5MAssets managed
26Clients
4Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6136304
Firm CRD
289347
Advisor's SEC record (opens in a new tab)
CallContact this firm