Managing Director · Capital Preservation Partners, Inc.
Kevin J. Mullins
CRD 1423465 · Named on Form ADV at one SEC-registered adviser
At a glance
Capital Preservation Partners, Inc., an SEC-registered wealth manager based in Bronxville, NY with $222 million in regulatory assets, lists Kevin J. Mullins on its Form ADV as Managing Director, a control person.
Firms and roles
- Capital Preservation Partners, Inc.Managing DirectorWealth manager · Bronxville, NY · $222M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ilir GjoniManaging Director, Capital Preservation Partners, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.