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About this Advisor
Todd Mulligan is a certified financial planner based in Boston, Massachusetts, who has been in the financial industry for 10 years. Mulligan works at Morgan Stanley. Throughout their career, Mulligan has worked at Morgan Stanley Private Bank, National Association, Natixis Global Associates, Fidelity Investments and Morgan Stanley. Mulligan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Rhode Island. Morgan Stanley is a firm based out of Boston, Massachusetts. The firm has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets under management across its 1,724,668 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 283 charitable organizations. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Todd Mulligan Work History
Todd has 10 years of experience.
Morgan Stanley Private Bank, National Association
Natixis Global Associates
Todd Mulligan has no disclosures.
Please visit their SEC profile for more details.