Robert Charles Mulcahy
Investment adviser representative at Royal Oak Financial Advisors, LLC
9 yearsExperience
1 stateRegistered in
$366.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Royal Oak Financial Advisors, LLCNov 2017 to now
- Regulus AdvisorsNov 2017 to Nov 2018
- Wfg Investments, IncJun 2015 to Nov 2017
- Liberty TaxJan 2013 to Feb 2017
- Mulcahy FinancialJun 2009 to Nov 2017
- Capital Asset Advisory ServicesMar 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Royal Oak Financial Advisors, LLC
$366.1MAssets managed
765Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2661332
- Firm CRD
- 290152