Brendan T. Mullooly
MULLOOLY ASSET MANAGEMENT
Wall Township, NJ 07719
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CRD#: 6328392
Professional summary
Brendan Thomas Mullooly, CFP® is a registered financial advisor currently at MULLOOLY ASSET MANAGEMENT, INC. located in Wall Township, New Jersey.
Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brendan has worked at 1 firm and has passed the Series 65 exam.
Biography
The Mullooly Asset Management team specializes in helping their clients with:
Cash flow/balance sheet creation/analysis
Retirement income planning strategies
College planning
Estate planning
Life and Disability insurance analysis
Ongoing and customized investment management strategies
Behavioral investment coaching
Families all over Monmouth county, NJ, as well as the state of New Jersey, and the New York City metro area are currently working with Mullooly Asset Management, Inc. Their team of fee-only investment advisors and financial planners are ready to help you today! Learn more about the Mullooly Asset Management approach here: https://mullooly.net/about-mullooly-asset/
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Income Management
Budgeting
Investment Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brendan Thomas Mullooly'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: 2017
Experience
Current
August 14, 2014 - Present
MULLOOLY ASSET MANAGEMENT, INC.
Office #1: 1971 State Route 34 Suite 102, Wall Township, NJ 07719RIA
CRD#: 121184
Wall Township, NJ
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".
MULLOOLY ASSET MANAGEMENT, INC.
MULLOOLY ASSET MANAGEMENT, INC. | MULLOOLY ASSET MANAGEMENT, LLC
CRD#: 121184 / SEC#: 801-96189
RIA
Registered Investment Advisory firm - (5/4/2015 Approved)Illinois
Registered Investment Advisory firm - (12/5/2006 Terminated)New Jersey
Registered Investment Advisory firm - (5/27/2015 Terminated)New York
Registered Investment Advisory firm - (5/13/2015 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
New Jersey(8/14/2014)
Current Firm
MULLOOLY ASSET MANAGEMENT, INC.
MULLOOLY ASSET MANAGEMENT, INC. | MULLOOLY ASSET MANAGEMENT, LLC
CRD#: 121184 / SEC#: 801-96189
RIA
Registered Investment Advisory firm - (5/4/2015 Approved)Illinois
Registered Investment Advisory firm - (12/5/2006 Terminated)New Jersey
Registered Investment Advisory firm - (5/27/2015 Terminated)New York
Registered Investment Advisory firm - (5/13/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1971 State Route 34 Suite 102, Wall Township, NJ 07719
Mailing Address
Phone number
(732) 223-9000
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,376 |
| AUM (Assets Under Management) | $ 395,721,879 |
Red Flags
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Company Information
MULLOOLY ASSET MANAGEMENT, INC.
CRD#: 121184Wall Township, NJ 07719TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
