Michael Mullane, financial advisor Mahopac NY
93 score

Michael Mullane

CRD Number: 5630374
Current Firm: National Asset Management, Inc.

Michael Mullane (CRD# 5630374) is an Investment Advisor Representative working at National Asset Management, Inc. in Mahopac, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
National Securities Corp New York, NY Mar 2010 - Current 6
National Asset Management, Inc. New York City, NY Dec 2008 - Current 8
Lucas & Associates Westport, CT Sep 2008 - Current 8
Unemployed Nyc, NY Jun 2007 - Sep 2008 1
Statoil Hydro Stamford, CT Mar 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Michael Mullane
Phone Number: 206-343-6238
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,051
    MILLIONS
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, 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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