Unclaimed Profile

Brigid Mulroy

DUET ADVISORY SERVICES LLC·BINGHAM FARMS, Michigan

SIE, Series 7, Series 7TO, Series 24, Series 63CFPPFSClean record20 years registeredDUET ADVISORY SERVICES LLC

30850 TELEGRAPH RD., BINGHAM FARMS, MI 48025CRD# 4258545Firm CRD# 283584

Profile Verification

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

Identity

Brigid Mulroy · BINGHAM FARMS, MI

Registration

CRD #4258545 · DUET ADVISORY SERVICES LLC · 20 years registered

Brand Profile

Not yet started

Career History

DUET ADVISORY SERVICES LLC

Jul 2016 – present

VSR ADVISORY SERVICES

Sep 2008 – Jul 2016

BINGHAM FARMS, MI

FSC SECURITIES CORPORATION

Jun 2006 – Oct 2008

BINGHAM FARMS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Registration record

First registered · June 12, 2006

Years registered · 20

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUET ADVISORY SERVICES LLC

CRD 283584 · SEC 801-130758

AUM

$239M

Regulatory assets under management

Employees

776 client accounts

Services offered by DUET ADVISORY SERVICES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUET ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Brigid Mulroy offer?

Brigid Mulroy specializes in Financial Planning, Investment Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Brigid Mulroy's credentials?

Brigid Mulroy holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brigid Mulroy located?

Brigid Mulroy is based in BINGHAM FARMS, Michigan, working with DUET ADVISORY SERVICES LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Brigid Mulroy charge for services?

Brigid Mulroy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUET ADVISORY SERVICES LLC?

DUET ADVISORY SERVICES LLC has approximately 9 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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