Kevin P. Mulleady
Areas of Expertise
Qualifications & Experience
- BS in Mechanical and Aerospace Engineering, Rutgers University
- Certifications: Series 7 - General Securities Representative, Series 31 - Futures Managed Funds, Series 66 - Uniform Combined State Law, SIE - Securities Industry Essentials
Media
Words to Live By
Client Experience Professionals
Team Members
About
Kevin is an award-winning financial advisor with over 20 years of experience. With a proven track record of success and expertise that spans wealth management, investment strategies, and entrepreneurial ventures, Kevin has established himself as a prominent figure in the finance industry.
Throughout his career, Kevin has demonstrated his entrepreneurial spirit by founding companies that became valued in the billions. As a financial advisor at Morgan Stanley, Citi, and Smith Barney, Kevin's commitment to excellence propelled him to becoming the top financial advisor in the country, for length of service. He has also successfully managed hedge funds and other alternative investments.
After achieving considerable success as an entrepreneur, Kevin made the decision to return to his roots as a financial advisor. With a wealth of experience and a deep understanding of the intricacies of the financial markets, he is well-equipped to provide comprehensive and tailored financial solutions to his clients.