Latrobe, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mutual Advisors, LLC
Multi-team
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About
Mutual Advisors, LLC serves a broad client mix that includes individual investors (both non‑HNW and high net worth), trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. Its Form ADV describes a range of services including asset management, financial planning and consulting, ERISA plan advisory & consulting, selection of third‑party money managers, sub‑advisory and wrap‑fee programs.
The firm provides advisory services on both discretionary and non‑discretionary bases and manages portfolios using a blend of active and passive strategies with an emphasis on diversification and alignment to each client’s stated objectives. Its IARs use multiple analytical approaches — including technical, fundamental, charting, relative‑strength and Modern Portfolio Theory — and the firm deploys third‑party tools such as a risk‑tolerance platform and a direct‑held account platform to tailor allocations for accounts like 401(k)s, 403(b)s, 529 plans and variable annuities.
Compared with many multi‑team peers, Mutual Advisors is notable for the scale and breadth of its institutional work — managing roughly $9.45 billion across 154 advisors — and for serving less common institutional types, including sovereign wealth fund clients. The ADV also discloses operational features that distinguish its offering: use of an Outsource Insurance Desk (OID) for annuity access, relationships with third‑party managers and TAMPs, and an affiliated broker‑dealer, all of which shape the firm’s service mix and are documented in its disclosures.
Based on Mutual Advisors, LLC
Expertise
Based on Mutual Advisors, LLC
Location
535 Lloyd Ave.
Latrobe PA 15650
Advisors at this office
4
Advisors at this office
Ethan G
Series 66
Latrobe, PA
Mutual Advisors, LLC
Ethan Greek is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at BPU Investment Management, Inc. from 2016 to 2019 before joining Mutual Advisors in 2019. In addition to his advisory role, he is an independent insurance agent and a notary public. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm employs a blend of active and passive investment strategies tailored to client objectives and is notable for its scale of institutional management, overseeing approximately $9.45 billion across 154 advisors.
Ronald P
ChFC®, Series 63
Latrobe, PA
Mutual Advisors, LLC
Ronald Panichelle is a financial advisor with Mutual Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company from 1986 to 2019. Outside of his advisory role, he serves as Vice President of Panichelle Financial Group, LLC, an insurance agency specializing in property and casualty insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, using multiple analytical approaches and third-party tools to tailor portfolios according to clients’ objectives.
Rebecca H
CFP®, Series 66
Latrobe, PA
Mutual Advisors, LLC
Rebecca Haugh is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior work includes roles at BPU Investment Management, Inc. and ERIKS North America. Outside of her advisory work, she is involved in her community as the president of the Central Valley Youth Soccer Club and volunteers with Central Valley Hockey. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm manages portfolios using a mix of active and passive strategies tailored to clients’ objectives and is notable for its scale, breadth of institutional work, and specialized operational features.
Daniel D
Series 63, Series 65
Latrobe, PA
Mutual Advisors, LLC
Daniel Dunlap III is a financial advisor with Mutual Advisors, LLC who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He previously worked at BPU Investment Management, Inc. and Nationwide Securities, LLC. Outside of his advisory role, Dunlap manages civil construction and trucking projects as Manager of Development and Projects for Curry and Kepple, Inc. and serves as Treasurer and Deacon at Harvest Church. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and is notable for its scale, institutional expertise, and operational features such as an Outsource Insurance Desk and relationships with third-party managers.
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