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Brian Patrick Mulvey

MINOT WEALTH MANAGEMENT LLC·WESTWOOD, Massachusetts
Unclaimed Profile
690 CANTON STREET, WESTWOOD, MA 02090CRD# 2286524Firm CRD# 299943
01

About

Brian Patrick Mulvey is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with MINOT WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MINOT WEALTH MANAGEMENT LLC
MINOT WEALTH MANAGEMENT LLC
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MINOT WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2286524
Firm CRD# 299943
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick Mulvey offer?
Brian Patrick Mulvey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are Brian Patrick Mulvey's credentials?
Brian Patrick Mulvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Mulvey located?
Brian Patrick Mulvey is based in WESTWOOD, Massachusetts, working with MINOT WEALTH MANAGEMENT LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Brian Patrick Mulvey charge for services?
Brian Patrick Mulvey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINOT WEALTH MANAGEMENT LLC?
MINOT WEALTH MANAGEMENT LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTWOOD
Nicholas J Tsacoyeanes — DIVIDEX MANAGEMENT LLCJudith Fae Chambers — MEKETA INVESTMENT GROUP INCMargaret W. G. Carr — ALPHA WINDWARD LLCBenjamin Gardner Dawson — ALPHA WINDWARD LLCPatrick Eugene Donovan — MINOT WEALTH MANAGEMENT LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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