Megan S Mulloy
Investment adviser representative at Syon Capital LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Syon Capital LLCJan 2025 to now
- Syon Captial, LLCJul 2024 to now
- UnemployedFeb 2024 to Jun 2024
- J.P. Morgan Securities LLCJul 2023 to Jan 2024
- First Republic Wealth AdvisorsAug 2009 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Syon Capital LLC
$4.4BAssets managed
72Clients
12Advisers
4 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
- 5022680
- Firm CRD
- 322776