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Daniel Brendan Mulvey

ATRIA INVESTMENTS, INC.·CHARLOTTE, North Carolina
Unclaimed Profile
2825 SOUTH BLVD, CHARLOTTE, NC 28209CRD# 1976010Firm CRD# 143593
01

About

Daniel Brendan Mulvey is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with ATRIA INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ATRIA INVESTMENTS, INC.
ADHESION WEALTH ADVISOR SOLUTIONS
AUM
$10.8B
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at ATRIA INVESTMENTS, INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1976010
Firm CRD# 143593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Brendan Mulvey offer?
Daniel Brendan Mulvey specializes in Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Daniel Brendan Mulvey's credentials?
Daniel Brendan Mulvey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Brendan Mulvey located?
Daniel Brendan Mulvey is based in CHARLOTTE, North Carolina, working with ATRIA INVESTMENTS, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Daniel Brendan Mulvey charge for services?
Daniel Brendan 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 ATRIA INVESTMENTS, INC.?
ATRIA INVESTMENTS, INC. has approximately 50 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATRIA INVESTMENTS, INC.

Barrett Walter Ayers
CHARLOTTE, NC
Jordan Thomas Darr
CHARLOTTE, NC
Lou Maiuri
CHARLOTTE, NC
Michael (nmn) Stier
CHARLOTTE, NC
Ryan Scott Lambuth
CHARLOTTE, NC

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Nearby cities in North Carolina
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Research
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