BM
CFP · PFS
BM
CFP · PFS

Brigid Mulroy

26 Years of Experience
Walland, TN
Sells Insurance

Brigid Mulroy is a CFP, PFS-designated registered investment advisor at Star Wealth Management Corporation, based in Walland, TN, with 26 years of industry experience. Brigid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 117 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$156.5M
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Location

Walland, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brigid is an insurance sales agent, spending minimal time on this activity. She also owns Kahn & Mulroy, PC (accounting, tax, and consulting services), Star Wealth Management Corporation (financial planning, taking nearly all of Brigid's time), and Star of the Smokies, LLC (vacation rental property management).

Employment History
Current Registrations
Star Wealth Management Corporation
August 2026 - Present · 2 mos
Duet Advisory Services LLC
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
March 2018 - November 2021 · 3 yrs 8 mos
Calton & Associates, INC.Broker
June 2016 - March 2018 · 1 yr 9 mos
Vsr Advisory Services
September 2008 - July 2016 · 7 yrs 10 mos
Vsr Financial Services, INC.Broker
September 2008 - July 2016 · 7 yrs 10 mos
Fsc Securities Corporation
June 2006 - October 2008 · 2 yrs 4 mos
Fsc Securities CorporationBroker
September 2000 - October 2008 · 8 yrs 1 mo
State Registrations4 states
CAMITNTX
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.
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Brigid Mulroy - Financial Advisor | TrueAdvisor