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Kevin Patrick Mulleady

Farther

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About Kevin Patrick Mulleady

Kevin Mulleady is an investment advisor representative with Farther, based in San Francisco, California. Kevin is a Registered Investment Advisor (RIA) and has been active in the industry since 2006. Kevin has experience in investment advisory services for individuals and businesses, as well as financial planning and pension consulting. Kevin previously held positions at Third Seven Capital LLC and Morgan Stanley Smith Barney, among other firms. Kevin has expertise in securities, futures, and investment advisory services.

Firm Information

Kevin Mulleady is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Mulleady’s Registration & Firm History

CA

11/16/2023 - Present

Farther (SAN FRANCISCO CA)

NY

11/11/2013 - 12/05/2014

THIRD SEVEN CAPITAL LLC (NEW YORK NY)

NY

06/01/2009 - 04/11/2011

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

NY

12/19/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/23/2007 - 11/23/2007

NATIONAL SECURITIES CORPORATION (WESTBURY NY)

NY

05/25/2006 - 08/14/2007

GUNNALLEN FINANCIAL, INC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/10/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 05/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Mulleady.
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