Mary Mullen

BRIDGEBAY

Bellevue, WA

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CRD#: 1830063

Professional summary

Mary Mullen CFA, who also goes by Mary Mullen, is a registered financial advisor currently at BRIDGEBAY located in Bellevue, Washington.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mary has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Mullen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Mullen CFA's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 17, 2008 - Present

BRIDGEBAY

RIA

CRD#: 144565

Bellevue, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(4/17/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/19/1988

Uniform Securities Agent State Law Examination

Current Firm

BRIDGEBAY

BRIDGEBAY | BRIDGEBAY RETIREMENT PLAN & INVESTMENT CONSULTING | BRIDGEBAY INVESTMENT & RETIREMENT PLAN CONSULTING | BRIDGEBAY CONSULTING LLC | BRIDGEBAY CONSULTING

CRD#: 144565 / SEC#:

Washington

Registered Investment Advisory firm - (4/17/2008 Approved)

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Contact information

Main Address

Bellevue, WA

Mailing Address

Phone number

(425) 747-1924

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary Mullen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Mullen CFA's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIDGEBAY

State Registrations and Notice Filings

Exams

Series 63

Date: 4/19/1988

Current Firm

BRIDGEBAY

Contact information

Documents

Red Flags

Company Information

BRIDGEBAY

TRUST BUT VERIFY

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