MULLANEY FINANCIAL & TAX, INC.
CRD 299906
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 33 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Verify reputation
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $0 |
| High net worth individuals | 25 | $0 |
All web addresses on file
- https://www.facebook.com/Mullaney-Financial-Tax-Inc-471372650066830/
- https://x.com/MullaneySeanW
- https://www.youtube.com/@SeanMullaneyVideos
- https://www.mullaneyfinancial.com/
- https://www.linkedin.com/in/seanwmullaney/
- https://www.facebook.com/seanwmullaney
- https://fitaxguy.com/
- https://www.instagram.com/seanwmullaney/
Official SEC filing: View on IAPD