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Chad R. Mullen

BAYTRUST WEALTH MANAGEMENT
TAMPA, FL 33613
Some features on this profile are disabled
CRD#: 7117099
CM

Professional summary

Chad Ryan Mullen, who also goes by Chad Mullen, is a registered financial advisor currently at BAYTRUST WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Chad has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chad Mullen

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 Chad Ryan Mullen'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®
None

Experience

Current

January 12, 2026 - Present

BAYTRUST WEALTH MANAGEMENT, LLC

Office #1: 15316 N Florida Ave, Tampa, FL 33613
RIA
CRD#: 338822
TAMPA, FL
Past

January 31, 2024 - December 31, 2025

ADVISORY SERVICES NETWORK

RIA
CRD#: 146051
Tampa, FL
Past

August 3, 2023 - September 20, 2023

CAPITAL ANALYSTS

RIA
CRD#: 162200
Tallahassee, FL
Past

August 1, 2023 - September 20, 2023

LINCOLN INVESTMENT

RIA
CRD#: 519
Tallahassee, FL
Past

July 31, 2023 - September 20, 2023

LINCOLN INVESTMENT

BD
CRD#: 519
Tallahassee, FL
Past

May 13, 2022 - August 2, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Jacksonville, FL
Past

September 17, 2020 - March 21, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Florida
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/30/2020
Securities Industry Essentials Examination

Current Firm

BW
BAYTRUST WEALTH MANAGEMENT, LLC
BAYTRUST WEALTH MANAGEMENT, LLC

CRD#: 338822 / SEC#: 801-134584

RIA
Registered Investment Advisory firm - (12/16/2025 120-Day Approval)
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Contact information

Main Address
15316 N Florida Ave, Tampa, FL 33613
Mailing Address
Phone number
(813) 820-0069
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAYTRUST WEALTH MANAGEMENT ADV 2A (12/17/2025)
0

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.

Company Information

BAYTRUST WEALTH MANAGEMENT, LLC

CRD#: 338822Tampa, FL 33613

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