Brigid Mulroy
CFP®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 Walland, Tennessee and STAR WEALTH MANAGEMENT CORPORATION 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 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7 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
Brigid Mulroy Kahn, Brigid Kahn
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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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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC
Contact Information
Main Address
30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025Phone Number
(248) 723-4321# of Employees
7SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
778AUM (Assets Under Management)
$316,487,378Similar Advisors
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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.
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Primary Firm SEC Registration
CENTS & SENSIBILITY, INC. | STAR WEALTH MANAGEMENT CORPORATION | DUET ADVISORY SERVICES LLC
State Registrations and Notice Filings
(7/4/2016)
(7/1/2016)
(4/9/2025)
(4/13/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brigid Mulroy's CRS (Customer Relationship Summary).
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