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Nicholas Paul Mullally

Alamo Capital

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About Nicholas Paul Mullally

Nicholas Mullally is a registered representative with Alamo Capital based in Walnut Creek, CA. Nicholas has been working in the financial industry since 2010. Nicholas holds the Series 7, Series 24, Series 52, Series 53, and Series 66 licenses. Nicholas has a diverse client base including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Alamo Capital provides portfolio management, financial planning, and educational seminars to its clients.

Firm Information

Nicholas Mullally is currently registered with Alamo Capital. Alamo Capital is an investment advisor corporation formed in August 1987. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Alamo Capital is registered with the Securities and Exchange Commission (SEC) and is also registered in 39 states. The firm manages approximately $81,684,700 in assets for 14 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.

$81.68M

Assets Under Management

7

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Nicholas Mullally’s Registration & Firm History

CA

12/09/2011 - Present

Alamo Capital (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 07/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/30/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Paul Mullally.
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