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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-02 |
| NY | RA | APPROVED | 2023-09-05 |
| CT | RA | APPROVED | 2023-04-21 |
Branch Locations
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management | New York | NY | 09/2015 | 04/2017 |
| First Republic Securities Company | New York | NY | 09/2015 | 04/2017 |
| First Republic Securities Company, Llc | Greenwich | CT | 04/2017 | 04/2023 |
| First Republic Investment Management, Inc. | Greenwich | CT | 04/2017 | 04/2023 |
| Cresset Asset Management, Llc | Greenwich | CT | 04/2023 | Present |
As of June 2025, Mr. Mulvoy serves as Manager to a client-owned LLC. This endeavor is not investment related. Mr. Mulvoy spends approximately 1-5 hours per month on this endeavor and receives no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-25 |
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