Unclaimed Profile

Marie Kathleen Mullen

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California

MELLON CAPITAL MANAGEMENT CORPORATION

50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 2634923Firm CRD# 105764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marie Kathleen Mullen · SAN FRANCISCO, CA

Registration

CRD #2634923 · MELLON CAPITAL MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Marie Kathleen Mullen is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MELLON CAPITAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MELLON INVESTMENTS CORPORATION

AUM

$674.2B

Regulatory assets under management

Employees

146

Total firm employees

View all advisors at MELLON INVESTMENTS CORPORATION →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Other: SECURITIES LENDING

Regulatory

SEC/IARD CRD# 2634923

Firm CRD# 105764

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marie Kathleen Mullen offer?

Marie Kathleen Mullen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Marie Kathleen Mullen's credentials?

Marie Kathleen Mullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marie Kathleen Mullen located?

Marie Kathleen Mullen is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Marie Kathleen Mullen charge for services?

Marie Kathleen Mullen's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MELLON CAPITAL MANAGEMENT CORPORATION?

MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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