Best Investors Account Sign in
Inactive

Julie Ann Mcnulty

Financial Compass LLC

Haddonfield, NJ

CRD 5627040

Claim This Profile
Employer firm

Financial Compass LLC CRD 148773

$83.7M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Financial Compass Llc

Philadelphia, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-02-13
NJ RA APPROVED 2009-04-15
  • PA RA
    APPROVED
    Since 2018-02-13
  • NJ RA
    APPROVED
    Since 2009-04-15

Branch Locations

34 Tanner Street Suite 3, Haddonfield, NJ 08033 • 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
Compass Financial Advisors/ Financial Compass Cherry Hill NJ 04/2009 Present
  • 04/2009 → Present
    Compass Financial Advisors/ Financial Compass
    Cherry Hill, NJ
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Julie Mcnulty
  • Julie Ann Mcnulty
  • Julie Mcnulty Wielehowski
  • Julie Ann Mcnulty Wielehowski

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HADDON WEALTH MANAGEMENT, LLC
WROUGHT FINANCIAL PLANNING

Nearby Investors

RICHARD M BONNETTE
Molly Babcock
RICHARD ALBERT BONNETTE

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · HADDONFIELD, NJ
HADDON WEALTH MANAGEMENT, LLC · HADDONFIELD, NJ
WROUGHT FINANCIAL PLANNING · HADDONFIELD, NJ

More in Haddonfield, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor