Unclaimed Profile

Brian Patrick Mulvey

MINOT WEALTH MANAGEMENT LLC·WESTWOOD, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 6517 years registeredMINOT WEALTH MANAGEMENT LLC

690 CANTON STREET, WESTWOOD, MA 02090CRD# 2286524Firm CRD# 299943

Profile Verification

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

Identity

Brian Patrick Mulvey · WESTWOOD, MA

Registration

CRD #2286524 · MINOT WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Oct 2022 – present

MINOT WEALTH MANAGEMENT LLC

May 2019 – Sep 2022

WESTWOOD, MA

UBS FINANCIAL SERVICES INC.

Mar 2009 – May 2019

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 9, 2009

Years registered · 17

Disclosure History

2011Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MINOT WEALTH MANAGEMENT LLC

CRD 299943 · SEC 801-114748

AUM

$1.1B

Regulatory assets under management

Employees

639 client accounts

Services offered by MINOT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MINOT WEALTH MANAGEMENT LLC →

Introduction

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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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