Mitchell Austin Lamoriello
Investment adviser representative at Advus Financial Partners, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm assets
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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
13 years in the industry.
- Advus Financial Partners, LLCJun 2021 to now
- Lamco Advisory ServicesMay 2018 to Jun 2021
- Pfm Asset Mgt, LLCJun 2017 to May 2018
- Full Time StudentJun 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
5 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
- 7087119
- Firm CRD
- 311990