Lacy G. Mulroy

MOBILE BAY WEALTH MANAGEMENT

Mobile, AL 36607

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CRD#: 6912328

Professional summary

Lacy Geil Mulroy is a registered financial advisor currently at MOBILE BAY WEALTH MANAGEMENT, LLC located in Mobile, Alabama.

Lacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lacy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacy Geil 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®

None

Experience

Current

September 24, 2025 - Present

MOBILE BAY WEALTH MANAGEMENT, LLC

Office #1: 22 Mobile Street N. Suite A, Mobile, AL 36607

RIA

CRD#: 324371

Mobile, AL

Past

February 13, 2018 - March 18, 2025

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BRENTWOOD, TN

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

Alabama
(9/24/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2018

Uniform Investment Adviser Law Examination

Current Firm

MOBILE BAY WEALTH MANAGEMENT, LLC

CRD#: 324371 / SEC#:

Alabama

Registered Investment Advisory firm - (1/30/2024 Approved)

Texas

Registered Investment Advisory firm - (3/19/2024 Conditional Restricted)

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Contact information

Main Address

22 Mobile Street N. Suite A, Mobile, AL 36607

Mailing Address

Phone number

(251) 666-5000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 52,367,052

Red Flags

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

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Lacy G. Mulroy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MOBILE BAY WEALTH MANAGEMENT, LLC

UNITED CAPITAL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2018

Current Firm

MOBILE BAY WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOBILE BAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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