Unclaimed
Antonio Misiti is an Investment Advisor Representative at Mill Creek Capital Advisors, LLC. Antonio has been in the industry since 2013. Antonio holds a Series 65 license and is registered in Pennsylvania. Antonio specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Mill Creek Capital Advisors, LLC is a firm that specializes in providing advisory services to charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/10/2023 - Present
Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)
IA
Issued 11/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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