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Randall Anthony Mielecki

Advisor at Convivia Financial LLC — Sarver, PA

Updated today

Credentials

Series 66

Experience

8 years

Location

Sarver, PA

Convivia Financial LLC logo

Convivia Financial LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Client services

Based on Convivia Financial LLC

Financial planning Portfolio management

Expertise

Based on Convivia Financial LLC

Wealth management College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $250,000: 1.50% $250,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.10% Over $2,000,000+: 1.00%

Location

Sarver, PA

Sarver PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

8 years of industry experience

Convivia Financial LLC

2025 - Present • 1 year

Sarver, PA

Bank of America, N.A.

2018 - 2025 • 7 years

Los Angeles, CA

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2018 - 2018 • 1 year

Los Angeles, CA

UnEmployed

2017 - 2018 • 1 year

Los Angeles, CA

National Cooperative Bank

2015 - 2017 • 2 years

Arlington, VA

Edward Jones

2015 - 2015 • 1 year

Disclosures

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

Business activities & affiliations

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Ian W

CFP®, Series 66

Gibsonia, PA

All-Pro Advisors LLC

Ian Wild is a CERTIFIED FINANCIAL PLANNER™ professional with ten years of industry experience. He is the principal advisor at All-Pro Advisors LLC, where he has worked since 2020. His prior roles include positions at Greenrose Wealth Management, LLC, Origin Financial, and Merrill. Outside of his advisory work, he spent several years involved with professional football organizations, including the Winnipeg Blue Bombers and Toronto Argonauts. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals and businesses, including high-net-worth clients. The firm emphasizes fundamental analysis and passive investment strategies, combining advisory and in-house tax preparation services without imposing a firmwide account minimum.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Joseph S

Series 65

Mars, PA

Incline Financial Planning LLC

Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Airline Pilot
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Richard N

Series 65

Lower Burrell, PA

SFR Wealth LLC

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

General retirement planning Social Security optimization Annuities Retirement withdrawal strategies Approaching retirement
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John M

Series 63

Valencia, PA

Mauro Capital Management, Inc.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

General retirement planning General tax planning Active portfolio management Founder/Business Owner
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William K

CFP®, Series 65

Pittsburgh, PA

Legend Financial Advisors Inc

William Knight is a CFP® with 12 years of industry experience, currently serving as an advisor at Legend Financial Advisors Inc. He previously worked with Inpax Academy LLC and was self-employed before joining Legend Financial Advisors. Legend Financial Advisors provides investment management, financial planning, retirement-plan consulting, and general financial consulting to individuals, retirement plans, non-profits, and corporate clients. The firm manages portfolios with tailored strategies emphasizing strategic asset allocation and active adjustments, utilizing mutual funds, ETFs, and individual securities as appropriate.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Mid-Career Professionals
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Stephen B

Series 63, Series 65

Pittsburgh, PA

North River Wealth Advisors

Stephen Blahovec is a financial advisor at North River Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BNY Mellon for nine years before joining North River Wealth Advisors. North River Wealth Advisors provides investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach combining passive and active management with strategic asset allocation, integrating risk management and tax-aware planning across various financial areas.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy General tax planning
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