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Brendan Thomas Mullooly

Mullooly Asset Management, Inc.

Wall Township, NJ

CRD 6328392

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Employer firm

Mullooly Asset Management, Inc. CRD 121184

$456M 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
Mullooly Asset Management, Inc.

1971 State Route 34 Suite 102, Wall Township, NJ 07719 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2014-08-14
  • NJ RA
    APPROVED
    Since 2014-08-14

Branch Locations

1971 State Route 34 Suite 102, Wall Township, NJ 07719 • 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
Mullooly Asset Management, Inc. Manasquan NJ 08/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-08
  • S65 Uniform Investment Adviser Law Examination
    2014-08-08
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EAGLE STRATEGIES LLC

Nearby Investors

JOSEPH PAUL PEARCE
Esai James Ferguson
Maxwell Bonevento

Nearby Offices

LPL FINANCIAL LLC · WALL TOWNSHIP, NJ
EQUITABLE ADVISORS, LLC · WALL, NJ
EAGLE STRATEGIES LLC · WALL, NJ

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