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Shaun Patrick Mutch

Fairway Capital Advisors

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About Shaun Patrick Mutch

Shaun Patrick Mutch is a financial advisor who works for Fairway Capital Advisors. Shaun Patrick Mutch has been in the financial industry since 2008. Currently, Shaun Patrick Mutch is registered with the state of California and Texas. Shaun Patrick Mutch is also licensed to sell securities in California and Texas.

Firm Information

Shaun Mutch is currently registered with Fairway Capital Advisors. Fairway Capital Advisors is an investment advisor with offices in New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $64.8 million in assets for 42 clients. The firm serves high-net-worth individuals, pension and profit-sharing plans, and other individuals. Fairway Capital Advisors participates in wrap fee programs.

$64.77M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Shaun Mutch’s Registration & Firm History

CA

04/02/2024 - Present

Fairway Capital Advisors (Newport Beach CA)

CA

08/05/2021 - 04/05/2022

PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)

CA

12/08/2011 - 08/10/2021

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

CA

06/30/2008 - 12/20/2011

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 12/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Shaun Patrick Mutch. Review regulatory record here.
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