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Suada Mehmeti

12 Years of Experience
Chicago, IL

Suada Mehmeti is a registered investment advisor at Greenrock Research, INC., based in Chicago, IL, with 12 years of industry experience. Suada operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $850M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
30 clients
Average Client Portfolio
$28.3M average
Assets Under Management
$850.2M

Fee Structure

Investment management only (planning not offered)

Greenrock Research offers active portfolio management services to financial planning and investment management firms, acting as a sub-advisor to manage portfolios. The fee for this service is 0.20% of the value of the investments in the account each year. This includes administrative services.

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Location

444 W. Lake St., Suite 1700, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Greenrock Research, INC.
May 2013 - Present · 13 yrs
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Suada Mehmeti - Financial Advisor | TrueAdvisor