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Katie Mahoney

Motley Fool Wealth Management, LLC

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About Katie Mahoney

Katie Mahoney is an investment advisor representative with Motley Fool Wealth Management, LLC. Katie Mahoney is registered with the state securities regulators of Virginia and Colorado, and is currently approved to conduct business in these states. Katie Mahoney is also approved to conduct business as an investment advisor representative in Massachusetts, through Motley Fool Wealth Management, LLC. Katie Mahoney has worked in the securities industry for over 1 year, previously with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in BOSTON, Massachusetts.

Firm Information

Katie Mahoney is currently registered with Motley Fool Wealth Management, LLC. Motley Fool Wealth Management, LLC is an Alexandria, Virginia-based Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and proprietary accounts. They also offer educational seminars and publish periodicals.
Motley Fool Wealth Management, LLC

2000 DUKE STREET

ALEXANDRIA, VA 22314

$2.18B

Assets Under Management

951

Total Clients

19

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Publisher provides per-client payment for newsletter subscribers

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Katie Mahoney’s Registration & Firm History

MA

07/01/2024 - Present

Motley Fool Wealth Management, LLC (Walpole MA)

MA

06/30/2023 - 06/20/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/01/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Mahoney.
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