Situated at Gulf Place Town Center at the intersection of South County Highway 393 and Scenic Highway 30A (327 S County Hwy 393, Unit 201C, Santa Rosa Beach, FL 32459, just 1.5 miles south of the South Walton Courthouse Annex), Palm View Investments, LLC (Firm CRD #328848) is an independent fee-only fiduciary Registered Investment Adviser founded by Bryan Donald Mullin, CFA®, MBA (CRD #3223164). A Chartered Financial Analyst® (CFA®) charterholder with over 25 years of institutional investment leadership—including serving as Head of Alternative Investments at RBC Capital Markets—Bryan Mullin brings endowment-caliber asset allocation, tax-efficient retirement cash-flow engineering, municipal bond and private credit income structuring, and concentrated stock diversification to retired executives, business owners, and families along Scenic Highway 30A and South Walton.
Official Verification Sources: SEC IAPD Individual Summary — Bryan Donald Mullin, CFA® (CRD #3223164); Palm View Investments, LLC Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD / CFA Institute
Notes: Bryan Donald Mullin, CFA®, MBA (CRD #3223164; former Head of Alternative Investments at RBC Capital Markets), Founder & Managing Member of Palm View Investments, LLC (Firm CRD #328848) at 327 S County Hwy 393, Unit 201C, Santa Rosa Beach, FL 32459.
Factual details and direct answers about Palm View Investments, LLC — CFA® Fee-Only Fiduciary RIA's services, licensing, and credentials.
Where is Palm View Investments, LLC located in Santa Rosa Beach?
Palm View Investments, LLC is located in Gulf Place Town Center at 327 South County Highway 393, Unit 201C, Santa Rosa Beach, FL 32459, at the corner of Highway 393 and Scenic Highway 30A.
What background does Founder Bryan D. Mullin, CFA® bring to retirement portfolio management?
Bryan D. Mullin (CRD #3223164) holds the Chartered Financial Analyst® (CFA®) designation and an MBA in Finance from the University of Minnesota, with 25+ years of institutional portfolio consulting and alternative investment leadership prior to founding Palm View Investments, LLC (CRD #328848) on 30A.
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