Michael Mitchko

Advisor at Edward Jones — Pittsburgh, PA Bilmar Drive

Updated today

Credentials

Series 66

Experience

9 years

Location

Pittsburgh, PA 15205-0000

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Michael Mitchko is a financial advisor at Edward Jones in Pittsburgh, PA, holding a Series 66 credential with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Planning for children with special needs Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Pittsburgh, PA Bilmar Drive

190 Bilmar Drive Suite 200

Pittsburgh PA 15205-0000

Advisors at this office

3

Most active in

Pennsylvania · Texas

Work history

9 years of industry experience

Edward Jones

2016 - Present • 10 years

St Louis, MO

Unemployment

2016 - 2016 • 1 year

Pittsburgh, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner
user avatar

Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, holding a Series 63 designation and bringing 43 years of industry experience. She has operated her independent advisory firm since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. A. Neff Associates LLC provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis with asset-allocation considerations, and offers retirement-plan consulting including participant education and plan-sponsor liaison support.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
user avatar

Todd D

Series 63, Series 65

Wexford, PA

Expert Financial Services, LLC

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Options & derivatives strategies Real estate investing
user avatar

Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Active portfolio management Wealth management
user avatar

Jay P

Series 66

Pittsburgh, PA

ClearPeak Capital Management

Jay Patel is a financial advisor with ClearPeak Capital Management in Pittsburgh, PA, holding a Series 66 designation and six years of industry experience. Prior to founding ClearPeak Capital Management in 2021, he held various roles at Federated Global Investment Management and related firms. Outside of advisory services, Patel is the managing member and president of JM Metal Merchants, a business involved in domestic and international scrap metal trading. ClearPeak Capital Management provides discretionary asset management to individual and high-net-worth clients, using fundamental, cyclical, and macro analysis to guide investment decisions tailored to client objectives and risk tolerance. The firm manages approximately $2.73 million across about 26 accounts.

Options & derivatives strategies
user avatar

Patrick D

CFP®, Series 63, Series 65

Wexford, PA

Drazga Wealth Advisors, LLC

Patrick Drazga is a CFP®-credentialed financial advisor with 28 years of industry experience. He is the sole advisor at Drazga Wealth Advisors, LLC, an independent firm he founded in 2009. He maintains life and health insurance licenses, allowing him to offer insurance and annuity products to clients. Drazga Wealth Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals and small businesses. The firm employs a strategic and tactical asset allocation approach, customizing portfolios across various investment vehicles and adjusting them based on client needs and market conditions.

General retirement planning Income planning Charitable giving tax strategies General estate planning guidance College savings (529s, UTMA, etc.)
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