Jeffrey Petrillo (CRD# 1614281) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Highland, MI and has over 37 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4511557
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petrillo | Highland, MI | Sep 2016 - Current | 7 |
| Lake City LLC | Highland, MI | May 2011 - Current | 13 |
| Non Variable Insurance | Highland, MI | Jul 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Highland, MI | Jan 2009 - Current | 15 |
| Petrillo Group | Highland, MI | Oct 2005 - Current | 18 |
| Diamond Bld Co | Highland, MI | Oct 2003 - Current | 20 |
| Hickory Street Properties | Highland, MI | May 2003 - Current | 21 |
| Raymond James Financial Services, Inc. | Commerce Township, MI | Oct 2000 - Current | 23 |
| Rental Property | Birmingham, MI | Jun 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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