Mary Mullen is a CFA-designated registered investment advisor at Bridgebay, based in Bellevue, WA, with 17 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$25,000
Hourly Rate:$300/hr
Loading...
Location
Bellevue, WA
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bridgebay
April 2008 - Present · 18 yrs 1 mo
State Registrations1 state
WA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.