Unclaimed Profile

William Patrick Mcnulty

VESTOR CAPITAL, LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 28, Series 63, Series 65Clean record19 years registeredVESTOR CAPITAL, LLC

10 S. RIVERSIDE PLAZA, CHICAGO, IL 60606-3840CRD# 2606184Firm CRD# 165855

Profile Verification

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

Identity

William Patrick Mcnulty · CHICAGO, IL

Registration

CRD #2606184 · VESTOR CAPITAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTOR CAPITAL, LLC

VESTOR CAPITAL, LLC

Nov 2012 – Jan 2020

CHICAGO, IL

VESTOR CAPITAL PARTNERS, LLC

Jun 2007 – Oct 2012

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · June 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTOR CAPITAL, LLC

CRD 165855 · SEC 801-77335

AUM

$1.8B

Regulatory assets under management

Employees

3,134 client accounts

Services offered by VESTOR CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VESTOR CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does William Patrick Mcnulty offer?

William Patrick Mcnulty specializes in Financial Planning, Investment Management, Wealth Management.

What are William Patrick Mcnulty's credentials?

William Patrick Mcnulty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Patrick Mcnulty located?

William Patrick Mcnulty is based in CHICAGO, Illinois, last registered with VESTOR CAPITAL, LLC.

How does William Patrick Mcnulty charge for services?

William Patrick Mcnulty's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with frs, and on credit and cash mgt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTOR CAPITAL, LLC?

VESTOR CAPITAL, LLC has approximately 25 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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