Michael Patrick Mcnulty
Professional Summary
Michael Patrick Mcnulty is a registered financial advisor currently at LOEWEN SECURITIES located in Wayne, Pennsylvania. Michael is registered as a RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BLV SECURITIES | LOEWEN, ONDAATJE, MCCUTCHEON USA, LLC | LOEWEN, ONDAATJE, MCCUTCHEON USA LIMITED | LOEWEN SECURITIES
Contact Information
Main Address
2 Forest Avenue Suite 400, Oradell, NJ 07649Mailing Address
2 Forest Avenue Suite 400, Oradell, NJ 07649Phone Number
(551) 866-0525Established
Florida since 07/20/2017Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(10/11/2024)
(10/9/2024)
(9/5/2024)
(8/8/2025)
(9/26/2024)
(9/5/2024)
(11/19/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Patrick Mcnulty's CRS (Customer Relationship Summary).
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