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Mitchell Douglas Stolba

Great Valley Advisor Group, Inc.

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About Mitchell Douglas Stolba

Mitchell Douglas Stolba is a financial advisor who is registered with Great Valley Advisor Group, Inc. Mitchell has been in the industry since 1994. Mitchell has a Series 6, 7 and 63 and a Series 65. The advisor is registered in 14 states.

Firm Information

Mitchell Stolba is currently registered with Great Valley Advisor Group, Inc.. Great Valley Advisor Group, Inc. is an investment advisor headquartered in Wilmington, Delaware. The firm has over 175 investment advisor representatives and manages over $7.3 billion in assets for clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm provides a range of services including financial planning, portfolio management, and educational seminars.
Great Valley Advisor Group, Inc.

1200 PENNSYLVANIA AVE

WILMINGTON, DE 19806

$7.34B

Assets Under Management

87

Total Clients

144

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Stolba’s Registration & Firm History

MN

11/13/2014 - Present

Great Valley Advisor Group, Inc. (PLYMOUTH MN)

MN

10/23/2002 - 11/17/2014

NEW ENGLAND SECURITIES (MINNEAPOLIS MN)

CT

05/27/1994 - 10/25/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

09/13/1999 - 09/22/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 07/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Douglas Stolba.
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