Kevin
Mulleady

Farther

CRD#5100274
Investment Advisor
in San Francisco, CA

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About this Advisor

Kevin Mulleady is a financial advisor based in San Francisco, California, working with Farther. Kevin has previously held positions at Travere, Vyera, Kevin Mulleady Dba Stonecorner, The Stonecorner Group LLC, Third Seven Capital, and Farther Finance Advisors. Kevin has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Kevin is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Kevin Mulleady Work History

2022 - Present (2 years)

The Stonecorner Group LLC

2022 - Present (2 years)

Farther Finance Advisors

2020 - 2022 (2 years)

Kevin Mulleady Dba Stonecorner

2015 - 2020 (5 years)

Vyera

2013 - 2014 (1 year)

Third Seven Capital

2011 - 2015 (4 years)

Travere

Disclosures

Please visit the SEC profile of Kevin Mulleady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Kyra Gayle Luu
Las Vegas, NV
Robert Kelly
San Francisco, CA
Christopher Tarkowski
Mattawan, MI
Nathan Bosek
Sartell, MN
Roy Satterthwaite
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Thomas Hanna
Riverside, CA
Michael Desantis
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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