Matthew Mullen, financial advisor Muskego WI
93 score

Matthew Mullen

CRD Number: 5524825
Current Firm: Pnc Investments

Matthew Mullen (CRD# 5524825) is an Investment Advisor Representative working at Pnc Investments in Muskego, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA May 2016 - Current < 1
Pnc Bank Muskego, WI May 2016 - Current < 1
Jp Morgan Bank, Na Brookfield, WI Mar 2014 - May 2016 2
Jp Morgan Securities Waukesha, WI Oct 2012 - Mar 2014 1
Chase Investment Services Corp Franklin, WI Dec 2009 - Oct 2012 2
Pruco Securities, LLC Wauwatosa, WI Apr 2008 - Dec 2009 1
Prudential Insurance Company Of America Wauwatosa, WI Apr 2008 - Dec 2009 1
Unemployed Pewaukee, WI Jun 2007 - Mar 2008 < 1
Brady Milwaukee, WI Mar 2000 - May 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination May 2009
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Matthew P. Mullen
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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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