BM
Brigid Mulroy
DUET ADVISORY SERVICES LLC
BINGHAM FARMS, MI 48025
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CRD#: 4258545
BM
Professional summary
Brigid Mulroy, CFP®, who also goes by Brigid Mulroy Kahn, Brigid Kahn, is a registered financial advisor currently at DUET ADVISORY SERVICES LLC located in Bingham Farms, Michigan.
Brigid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brigid has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brigid Mulroy Kahn | Brigid Kahn
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.
1) BRIGID MULROY; NOT INVESTMENT RELATED; 30850 TELEGRAPH RD SUITE 100 BINGHAM FARMS, MI 48025; INSURANCE SALES AGENT; BEGAN 2003; 2 HOURS PER MONTH INCLUDING DURING TRADING; BEGAN 2003. 2) KAHN & MULROY, PC; NOT INVESTMENT RELATED; 30850 TELEGRAPH RD, SUITE 100 BINGHAM FARMS 48025; ACCOUNTING, TAX AND CONSULTING SERVICES; PRESIDENT/ 50% SHAREHOLDER; BEGAN 1996; 2 HOURS PER MONTH WITH APPROXIMATELY NONE DURING TRADING HOURS. 3) STAR WEALTH MANAGEMENT CORPORATION; INVESTMENT RELATED; 30850 TELEGRAPH RD SUITE 100 BINGHAM FARMS MI 48025. FINANCIAL PLANNING PRACTICE; 100% OWNER, BEGAN 2003. SPEND 80% OF MY TIME IN THIS ACTIVITY. 4) STAR OF THE SMOKIES, LLC; RENTALS/TOWNSEND PROPERTY MANAGEMENT GROUP. VACATION RENTAL PROPERTY MANAGEMENT. LOCATED AT 30850 TELEGRAPH RD, SUITE 100 BINGHAM FARMS 48025 BEGAN 2015.
CRS (Client Relationship Summary) - RIA
Click below to view Brigid Mulroy'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®
CFP®
Start date: 2003
Experience
Current
July 1, 2016 - Present
DUET ADVISORY SERVICES LLC
Office #1: 30850 Telegraph Rd. Suite 100, Bingham Farms, MI 48025RIA
CRD#: 283584
BINGHAM FARMS, MI
Past
March 28, 2018 - November 10, 2021
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Bingham Farms, MI
Past
June 30, 2016 - March 28, 2018
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Bingham Farms, MI
Past
September 30, 2008 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
BINGHAM FARMS, MI
Past
September 29, 2008 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
BINGHAM FARMS, MI
Past
June 12, 2006 - October 10, 2008
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BINGHAM FARMS, MI
Past
September 1, 2000 - October 10, 2008
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BINGHAM FARMS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DUET ADVISORY SERVICES LLC
CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC
CRD#: 283584 / SEC#: 801-130758
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)California
Registered Investment Advisory firm - (8/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2024 Terminated)Texas
Registered Investment Advisory firm - (7/31/2024 Terminated)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
California(7/4/2016)
IAR
Michigan(7/1/2016)
IAR
Tennessee(4/9/2025)
IAR
Texas(4/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
DA
DUET ADVISORY SERVICES LLC
CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC
CRD#: 283584 / SEC#: 801-130758
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)California
Registered Investment Advisory firm - (8/30/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2024 Terminated)Texas
Registered Investment Advisory firm - (7/31/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30850 Telegraph Rd. Suite 100, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 723-4321
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 762 |
| AUM (Assets Under Management) | $ 277,883,875 |
Red Flags
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