Unclaimed
Christopher Francis Mahoney is a registered Investment Advisor Representative (IAR) with Captrust. Christopher has been in the industry since 2006. Christopher holds a Series 65 license. Christopher's firm, Captrust, manages approximately $852 billion in assets for various clients including high net worth individuals, corporations and businesses, state or municipal government entities, charitable organizations, pension and profit sharing plans, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
01/25/2022 - Present
Captrust (Boston MA)
IA
Issued 03/08/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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