Zachary Michael Grusell
Investment adviser representative at Mutual Advisors, LLC
10 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mutual Advisors, LLC.Mar 2023 to now
- New York Life Insurance Co.Sep 2016 to now
- Eagle Strategies LLCAug 2019 to Mar 2023
- Forest Hills Eastern High SchoolMay 2018 to Jan 2023
- 2m Financial Group, LLCAug 2017 to Mar 2023
- Nylife Securities LLCOct 2016 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 6712567
- Firm CRD
- 167658