Daniel
Mulkern

Vigilant Wealth Management

CRD#2931455
Investment Advisor
in Portsmouth, NH

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About this Advisor

Daniel Mulkern is a financial advisor based in Portsmouth, New Hampshire with a total of 21 years of industry experience. Mulkern is on the advisory team at Vigilant Wealth Management. They have been employed by Vigilant Wealth Management for their whole career. Mulkern holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Maine and New Hampshire. Vigilant Wealth Management is a company that has its headquarters in Portland, ME. The company has a total of 29 people on staff. It manages $2 billion in assets under management across its 1,753 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 1,753 client accounts, 83% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Vigilant Wealth Management provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on the services provided. However, fees charged by Vigilant Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

18 Congress Street Ste. 209
Portsmouth, NH 03801

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Vigilant Wealth Management Brokerage Details

Total Assets Under Management

$2,200,862,557

NH Average: $618,328,769
Total Number of Employees

29

NH Average: 10
Total Number of Accounts

1,753

NH Average: 975
Average Account Size

$1,255,483

NH Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Mulkern Work History

Daniel has been registered as a financial advisor for 21 years.*

2002 - Present (22 years)

Vigilant Capital Management, LLC

*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 Daniel Mulkern 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 Vigilant Wealth Management

Amelia Milonas
Portland, ME
William Clifford
Portsmouth, NH
Hope Martin
Portsmouth, NH
Alexander Pantalone
Portland, ME
Stephanie Dunbar
Portsmouth, NH
Colin Kelley
Portsmouth, NH
Christopher Penfield
Portland, ME
Jean Trim
Portsmouth, NH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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