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Robert Charles Mulcahy

ROYAL OAK FINANCIAL ADVISORS, LLC·ROYAL OAK, Michigan
Clean recordROYAL OAK FINANCIAL ADVISORS, LLC
1709 CROOKS ROAD, ROYAL OAK, MI 48067CRD# 2661332Firm CRD# 290152

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Charles Mulcahy · ROYAL OAK, MI
Registration
CRD #2661332 · ROYAL OAK FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Charles Mulcahy is a registered financial advisor based in ROYAL OAK, Michigan, affiliated with ROYAL OAK FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC
AUM
$250M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROYAL OAK FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2661332
Firm CRD# 290152
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Charles Mulcahy offer?
Robert Charles Mulcahy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ROYAL OAK, Michigan for a consultation.
What are Robert Charles Mulcahy's credentials?
Robert Charles Mulcahy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Charles Mulcahy located?
Robert Charles Mulcahy is based in ROYAL OAK, Michigan, working with ROYAL OAK FINANCIAL ADVISORS, LLC. Their office serves clients in the ROYAL OAK metropolitan area and surrounding communities.
How does Robert Charles Mulcahy charge for services?
Robert Charles Mulcahy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROYAL OAK FINANCIAL ADVISORS, LLC?
ROYAL OAK FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ROYAL OAK FINANCIAL ADVISORS, LLC

James Brendahl Westwood
ROYAL OAK, MI
Paul Edgar Erickson
ROYAL OAK, MI

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Research
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