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Inactive

Andrew Michael Mulvey

Pathstone

Englewood, NJ

Providence, RI

CRD 8192312

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-01-08
  • RI RA
    APPROVED
    Since 2026-01-08

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

50 Park Row W Suite 113, Providence, RI 02903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pathstone Providence RI 07/2024 Present
Pathstone Providence RI 03/2023 06/2024
Rex Capital Advisors Providence RI 01/2019 02/2023
Rex Capital Advisors Providence RI 06/2017 12/2018
Western New England University Springfield MA 08/2013 05/2017
  • 07/2024 → Present
    Pathstone
    Providence, RI
  • 03/2023 → 06/2024
    Pathstone
    Providence, RI
  • 01/2019 → 02/2023
    Rex Capital Advisors
    Providence, RI
  • 06/2017 → 12/2018
    Rex Capital Advisors
    Providence, RI
  • 08/2013 → 05/2017
    Western New England University
    Springfield, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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