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Jeffrey M Mahoney

Siebert Williams Shank & CO., LLC

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About Jeffrey M Mahoney

Jeffrey Mahoney is a financial professional with over 35 years of experience in the securities industry. Jeffrey has worked with Siebert Williams Shank & Co., LLC since January 2016. Previous employers include MORGAN STANLEY & CO. LLC, CITIGROUP GLOBAL MARKETS INC., WILLIAM E. SIMON & SONS MUNICIPAL SECURITIES, INC., THOMSON MCKINNON SECURITIES INC., DEAN WITTER REYNOLDS INC., and L. F. ROTHSCHILD & CO. INCORPORATED. Jeffrey is registered with FINRA and the State of New York. He holds the Series 7, Series 52TO and SIE licenses.

Firm Information

Jeffrey Mahoney is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Mahoney’s Registration & Firm History

NY

01/19/2016 - Present

Siebert Williams Shank & CO., LLC (NEW YORK NY)

NY

09/08/2008 - 02/03/2016

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

02/09/2001 - 09/08/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

03/06/1990 - 01/05/2001

WILLIAM E. SIMON & SONS MUNICIPAL SECURITIES, INC. (MORRISTOWN NJ)

NY

05/10/1989 - 08/01/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NY

03/09/1988 - 05/11/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

01/21/1986 - 11/03/1987

L. F. ROTHSCHILD & CO. INCORPORATED

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Licenses & Designations

BC

Issued 02/11/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey M Mahoney.
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