Brigid Mulroy

DUET ADVISORY SERVICES LLC

WALLAND, TN

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CRD#: 4258545

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.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brigid Mulroy's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 1, 2016 - Present

DUET ADVISORY SERVICES LLC

Office #2: 30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025

RIA

CRD#: 283584

WALLAND, TN

Past

March 28, 2018 - November 10, 2021

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Bingham Farms, MI

Past

June 30, 2016 - March 28, 2018

CALTON & ASSOCIATES, INC.

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.

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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: 10/13/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/20/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2022

General Securities Principal Examination

Current Firm

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)

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Contact information

Main Address

30400 Telegraph Rd. Suite 115, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 723-4321

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE AND ADV PART 2B BROCHURE SUPPLEMENT (12/3/2025)

Regulatory assets under management

Total Number of Accounts	762
AUM (Assets Under Management)	$ 277,883,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Brigid Mulroy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brigid Mulroy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CALTON & ASSOCIATES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

DUET ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/13/2000

Series 7TO

Date: 12/20/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/31/2000

Series 24

Date: 12/20/2022

Current Firm

DUET ADVISORY SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUET ADVISORY SERVICES LLC

TRUST BUT VERIFY

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