Elizabeth J Mc Mullen
Advisor at Star Harbor Investments Inc — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
3 years
Location
Tampa, FL
Elizabeth Mc Mullen is a financial advisor at Star Harbor Investments Inc in Tampa, FL, holding Series 65 and Series 63 licenses with three years of industry experience. Her prior work includes roles at Morgan Stanley and E*TRADE Securities. In addition to her advisory work, she is also an independent insurance agent selling life and health insurance products. Star Harbor Investments Inc is an SEC-registered adviser providing customized investment management and portfolio analysis primarily for pooled vehicles and institutional-type clients. The firm employs a multi-disciplinary investment process and sponsors a wrap fee program that combines transaction, custodial, and administrative costs into a single asset-based fee.
Based on Star Harbor Investments Inc
$0 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $2,000,000: 1.50% annually $2,000,001+: 1.25% annually
Fee-only: Asset-based fees only, no commissions accepted.
Tampa, FL
Tampa FL
Advisors at this office
1
Florida
3 years of industry experience
Star Harbor Investments Inc
2025 - Present • 1 year
Apollo Beach, FL
Unemployed
2024 - 2024 • 1 year
Tampa, FL
Morgan Stanley
2023 - 2023 • 1 year
Temple Terrace, FL
Morgan Stanley
2023 - 2023 • 1 year
Temple Terrace, FL
E*TRADE Securities LLC
2021 - 2023 • 2 years
Temple Terrace, FL
Caregiver
2021 - 2021 • 1 year
Colorado Springs, CO
Alpine Securities Corporation
2021 - 2021 • 1 year
Salt Lake City, UT
National Adventures LLC (dba Capital Adventures)
2020 - 2021 • 1 year
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Caregiver
2020 - 2020 • 1 year
Oceanside, CA
Sitemetric, LLC
2020 - 2020 • 1 year
Houston, TX
National Adventures LLC (dba Capital Adventures)
2019 - 2020 • 1 year
Arlington, VA
Cheesetique
2019 - 2019 • 1 year
Alexandria, VA
National Adventures LLC (dba Capital Adventures)
2018 - 2019 • 1 year
Arlington, VA
Buonarroti Designs
2017 - 2018 • 1 year
St. Augustine, FL
Embark LLC (dba Embark DC)
2017 - 2017 • 1 year
Germantown, MD
Atmos Tool Company
2016 - 2016 • 1 year
Taringa
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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