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Megan S Mulloy

Syon Capital LLC

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About Megan S Mulloy

Megan Mulloy is an Investment Advisor Representative at Syon Capital LLC, a firm based in San Francisco, California. Megan has been in the financial services industry since 2008 and has worked for several well-known firms, including J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Megan is licensed to provide investment advice in California and holds a Series 7 and Series 66 license. She specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Megan Mulloy is currently registered with Syon Capital LLC. Syon Capital LLC is a Registered Investment Advisor located in San Francisco, CA. The firm offers portfolio management for individuals, businesses, and pooled investment vehicles. Syon Capital has approximately $2.53 billion in regulatory assets under management. They primarily serve high-net-worth individuals with 56 clients. They are also registered with the SEC. You can learn more at their website: https://www.syoncap.com.
Syon Capital LLC

555 MONTGOMERY ST.

SAN FRANCISCO, CA 94111

$2.53B

Assets Under Management

417

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Megan Mulloy’s Registration & Firm History

CA

01/09/2025 - Present

Syon Capital LLC (SAN FRANCISCO CA)

CA

09/29/2023 - 01/14/2024

J.P. MORGAN SECURITIES LLC (San Francisco CA)

CA

08/20/2009 - 09/29/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)

CA

09/25/2008 - 03/19/2009

CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 12/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan S Mulloy.
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