Mitchell
Mulcahy

Florida Financial Advisors, LLC

CRD#7292544
Investment Advisor
in Miami, FL

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About this Advisor

Mitchell Mulcahy is a financial advisor who works out of Miami, Florida with 3 years of industry experience. Mulcahy is an employee of Florida Financial Advisors, LLC. Throughout their career, they have worked at Florida Financial Advisors, Baltimore County Parks And Recreation Department, Watermark Charter Cruises, Mercedes Benz, Contend Capital, Calvert Hall High School, University Of Tampa, Trinity Wealth Securities L.L.C and Trinity Wealth Securities, LLC. Mulcahy maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Florida Financial Advisors, LLC is a financial advisory company based out of Tampa, FL. It has offices in seven locations and a total of 170 financial advisors. It oversees $95 million in assets among its 3,750 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Florida Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by Florida Financial Advisors, LLC most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

901 Ponce De Leon Blvd Suite 600
Miami, FL 33134

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

FL Average: $1,855,561,029
Total Number of Employees

170

FL Average: 62
Total Number of Accounts

3,750

FL Average: 2,474
Average Account Size

$25,286

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mitchell Mulcahy Work History

Mitchell has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Florida Financial Advisors

2022 - Present (2 years)

Trinity Wealth Securities, LLC

2020 - 2022 (2 years)

Florida Financial Advisors

2020 - 2022 (2 years)

Trinity Wealth Securities L.L.C

2019 - 2019 (< 1 year)

Mercedes Benz

2019 - 2019 (< 1 year)

Contend Capital

2016 - 2020 (4 years)

University Of Tampa

2015 - 2017 (2 years)

Watermark Charter Cruises

2014 - 2018 (4 years)

Baltimore County Parks And Recreation Department

2012 - 2016 (4 years)

Calvert Hall High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchell Mulcahy 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 Florida Financial Advisors, LLC

Vachel Pennebaker
Charlotte, NC
Parker Shetler
Tampa, FL
Trenton Barrett
Jacksonville, FL
Cameron Shepherd
Tampa, FL
Ilya Pogosyan
Miami, FL
Timothy Zimmerman
Tampa, FL
Dakota Colonese
Jacksonville, FL
Austin Burnett
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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