Colleen McNulty, financial advisor Norwell MA
93 score

Colleen McNulty

CRD Number: 5598045
Current Firm: Kestra Advisory Services, LLC

Colleen McNulty (CRD# 5598045) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Norwell, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Austin, TX Jun 2017 - Current < 1
Voya Financial Partners Braintree, MA Sep 2016 - Jun 2017 < 1
Voya Retirement Advisors Braintree, MA Sep 2014 - Jun 2017 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 - Jul 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: 7374437101
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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