Mitchell Joseph Mulcahy
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
2 statesRegistered in
$8BFirm assets
12 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 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
- Seminars and workshops
Experience
12 years in the industry.
- Rfg Advisory, LLCJul 2025 to now
- Rfg Advisory LLC dba Bayview Private WealthJul 2025 to now
- Trinity Wealth Securities L.L.COct 2020 to now
- Florida Financial AdvisorsSep 2020 to now
- Contend CapitalApr 2019 to Nov 2019
- Mercedes BenzApr 2019 to Oct 2019
- University of TampaAug 2016 to Jun 2020
- Watermark Charter CruisesMay 2015 to Aug 2017
- Baltimore County Parks and Recreation DepartmentJun 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 7292544
- Firm CRD
- 158401