Bryan T. Mulvihill
Professional summary
Bryan Thomas Mulvihill, CFP® is a registered financial advisor currently at PINNACLE INVESTMENT ADVISORS, LLC located in Ann Arbor, Michigan.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Thomas Mulvihill's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
March 31, 2011 - Present
PINNACLE INVESTMENT ADVISORS, LLC
Office #1: 206 S.4th Avenue, Ann Arbor, MI 48104February 2, 2010 - September 22, 2010
SIGNATOR INVESTORS, INC.
February 9, 2006 - September 22, 2010
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2011)
Exams
Current Firm
PINNACLE INVESTMENT ADVISORS, LLC
CRD#: 149495 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 69,095,743 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/07/2025 | ||
| 12/07/2023 | ||
| 12/06/2022 |
Red Flags
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