RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Robert Charles Mulcahy
- Professional profile
- ROYALOAKFINANCIALADVISORS.COM/Robert-Mulcahy-Biography.9.htmreportedroyaloakfinancialadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Royal Oak Financial Advisors, LLC independent RIA currentsince Dec 5, 2017 · Royal Oak, Mi
- Invest Financial Corporation formerSep 15, 2011 to Jul 2, 2015 · Appleton, Wi
- Cg Advisory Services independent RIAMay 6, 2011 to Nov 20, 2017 · Wyandotte, Mi
- Cg Advisory Services to Invest Financial Corporationleft Nov 20, 2017, registered Sep 15, 2011 (-2258 days) · Other
- Invest Financial Corporation to Royal Oak Financial Advisors, LLCleft Jul 2, 2015, registered Dec 5, 2017 (887 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address