Colleen McNulty, financial advisor Braintree MA
93 score

Colleen McNulty

CRD Number: 5598045
Current Firm: Voya Retirement Advisors, LLC

Colleen McNulty (CRD# 5598045) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Braintree, MA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Retirement Advisors Braintree, MA Sep 2014 - Current 2
Ing Investment Advisors Braintree, MA Nov 2013 - Sep 2014 < 1
Ing Financial Partners, Inc. Braintree, MA Mar 2013 - Nov 2013 < 1
Nfp Securities, Inc. Marshfield, MA Feb 2010 - Jan 2013 2
Thorbahn Quincy, MA Dec 2009 - Jan 2013 3
Edward Jones Investments Scituate, MA Sep 2008 - Dec 2009 1
Skm Title & Closing Services, Pc South Easton, MA May 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Colleen M. McNulty
Phone Number: 860-580-2819
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,700
    MILLIONS
  • Total Number of Accounts
    103,298
    ACCOUNTS
  • Average Account Value
    $93,900
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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