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RM

Raymond M. Mullaney

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CRD#: 731174
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Raymond Michael Mullaney was a registered financial professional .

Raymond is a previously registered financial professional and started their career in finance in 1981. Raymond had worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Equity Risk Sciences, LLC Investment-related 7630 Post Road, N. Kingstown, RI 02852 Involved in Investment Risk Analysis President since Jan 2017 10 hours/week; 4 during trading hours IR Plus, LLC Investment-related 7630 Post Road, N. Kingstown, RI 02852 Involved in Investor Relations President since Jan 2017 10 hours/week; 4 during trading hours

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 5, 2019 - September 15, 2023

NIGHTINGALE ADVISORS, LLC

RIA
CRD#: 293194
NORTH KINGSTOWN, RI
Past

April 10, 2018 - December 31, 2018

NIGHTINGALE ADVISORS, LLC

RIA
CRD#: 293194
NORTH KINGSTOWN, RI
Past

March 15, 2010 - December 31, 2010

INVESTORS REPUBLIC, INC.

RIA
CRD#: 150223
STAMFORD, CT
Past

August 17, 2009 - December 8, 2009

INVESTORS REPUBLIC, INC.

RIA
CRD#: 150223
STAMFORD, CT
Past

January 2, 2008 - December 16, 2015

MULLANEY TRUST

RIA
CRD#: 136501
WARWICK, RI
Past

September 16, 2005 - December 31, 2007

MULLANEY TRUST

RIA
CRD#: 136501
BRIDGEPORT, CT
Past

January 1, 2005 - September 18, 2007

SECURITIES RESEARCH, INC. OF FLORIDA

BD
CRD#: 6516
VERO BEACH, FL
Past

June 26, 2002 - December 13, 2002

S.W. BACH & COMPANY

BD
CRD#: 43522
PORT WASHINGTON, NY
Past

March 12, 2002 - July 11, 2002

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 1, 2000 - August 15, 2001

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

September 13, 1995 - March 26, 1998

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

May 23, 1995 - August 25, 1995

CHACONIA FINANCIAL SERVICES, INC.

BD
CRD#: 31102
PROVIDENCE, RI
Past

April 3, 1991 - December 31, 1991

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

April 26, 1982 - April 2, 1991

BENNETT, MULLANEY & CO., INC.

BD
CRD#: 10448
NEW YORK, NY
Past

October 21, 1981 - August 5, 1982

CM SECURITIES, INC.

BD
CRD#: 7284
Past

May 18, 1981 - September 23, 1981

BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS

BD
CRD#: 7303

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/31/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


NA
NIGHTINGALE ADVISORS, LLC
CAPITAL PRESERVATION ADVISORS | NIGHTINGALE ADVISORS, LLC | MINING ADVISORS, LLC | CAPITAL PRESERVATION TRUST, LLC | CAPITAL PRESERVATION ADVISORS, LLC

CRD#: 293194 / SEC#:

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Contact information


Main Address
6828 Post Road Suite 3d, North Kingstown, RI 02852
Mailing Address
Phone number
(401) 450-4040
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 1,135,238

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


NIGHTINGALE ADVISORS, LLC

CRD#: 293194

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