Nicole Quiroga galinsky Carlon
Investment adviser representative at Mutual Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mutual Advisors, LLC.Sep 2022 to now
- American Portfolios Financial ServicesApr 2021 to Sep 2022
- UnemployedOct 2020 to Mar 2021
- Slatestone Wealth, LLCJun 2017 to Oct 2020
- LPL Financial LLCMay 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 6334346
- Firm CRD
- 167658