Brendan Mullooly
Mullooly Asset Management · Wall Township, New Jersey
Brendan Mullooly is a fee-only financial advisor at Mullooly Asset Management in Wall Township, New Jersey, who holds the CFP credential. Mullooly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mullooly Asset Management |
|---|---|
| Based in | Wall Township, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $455.6M across 1,327 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6328392 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mullooly.net |
How Brendan's firm compares
- Mullooly Asset Management's average account is about $343,000, from its Form ADV (assets managed divided by 1,327 accounts).
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Questions about Brendan
Is Brendan Mullooly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Mullooly Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brendan charge for financial advice?
Brendan's firm, Mullooly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brendan Mullooly based?
Brendan Mullooly is based in Wall Township, New Jersey.
What credentials does Brendan Mullooly hold?
Brendan Mullooly holds the CFP credential.
Is Brendan Mullooly registered with the SEC?
Yes. Brendan Mullooly is registered as an investment adviser representative in NJ (CRD 6328392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mullooly Asset Management manage?
Mullooly Asset Management reports $455.6M across 1,327 accounts in assets under management.
How do I contact Brendan Mullooly?
Through Brendan's website, www.mullooly.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wall Township
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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