Brendan Rich Mulhearn
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.5BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Moneta Group Investment Advisors, LLCJul 2023 to now
- Constitution Capital PartnersJun 2021 to Jul 2023
- Ernst & YoungSep 2019 to May 2021
- Northeastern UniversityMay 2018 to Aug 2019
- Jeffrey A Swanson Building and RemodelingJan 2018 to May 2018
- N/aSep 2017 to Dec 2017
- Centerville Beach AssociationJun 2017 to Aug 2017
- Loyola University - MarylandAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 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
- 7797326
- Firm CRD
- 104727