Unclaimed Profile

Megan S Mulloy

SYON CAPITAL LLC·SAN FRANCISCO, California

SIE, Series 7, Series 66CFPClean record17 years registeredSYON CAPITAL LLC

555 MONTGOMERY ST., SAN FRANCISCO, CA 94111CRD# 5022680Firm CRD# 322776

Profile Verification

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

Identity

Megan S Mulloy · SAN FRANCISCO, CA

Registration

CRD #5022680 · SYON CAPITAL LLC · 17 years registered

Brand Profile

Not yet started

Career History

SYON CAPITAL LLC

Aug 2024 – present

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Jul 2010 – Jan 2024

San Francisco, CA

FIRST REPUBLIC WEALTH ADVISORS, LLC

Aug 2009 – Sep 2010

SAN FRANCISCO, CA

CITIGROUP GLOBAL MARKETS INC.

Dec 2008 – Mar 2009

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 22, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYON CAPITAL LLC

CRD 322776 · SEC 801-126386

AUM

$2.5B

Regulatory assets under management

Employees

736 client accounts

Services offered by SYON CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SYON CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Megan S Mulloy offer?

Megan S Mulloy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Megan S Mulloy's credentials?

Megan S Mulloy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Megan S Mulloy located?

Megan S Mulloy is based in SAN FRANCISCO, California, working with SYON CAPITAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Megan S Mulloy charge for services?

Megan S Mulloy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYON CAPITAL LLC?

SYON CAPITAL LLC has approximately 10 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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