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Margaret Peters Mahoney

Foreside Fund Services, LLC

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About Margaret Peters Mahoney

Margaret Mahoney is a financial professional with over 10 years of experience in the financial services industry. Margaret is currently registered with Foreside Fund Services, LLC. Prior to that, Margaret was registered with JONES LANG LASALLE SECURITIES, LLC, SHELTER ROCK CAPITAL ADVISORS LLC, NORTH SEA SECURITIES L.P., SILVER LEAF PARTNERS, LLC and HOULIHAN LOKEY CAPITAL, INC.

Firm Information

Margaret Mahoney is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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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Margaret Mahoney’s Registration & Firm History

NY

12/15/2020 - Present

Foreside Fund Services, LLC (New York NY)

NY

10/02/2018 - 09/21/2020

JONES LANG LASALLE SECURITIES, LLC (NEW YORK NY)

NY

10/20/2016 - 09/14/2018

SHELTER ROCK CAPITAL ADVISORS LLC (New York NY)

NY

07/29/2015 - 10/20/2016

NORTH SEA SECURITIES L.P. (NEW YORK NY)

NY

08/31/2012 - 07/23/2015

SILVER LEAF PARTNERS, LLC (NEW YORK NY)

NY

12/08/2010 - 05/04/2012

HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)

NY

03/27/2007 - 06/17/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

03/27/2007 - 06/17/2008

BEAR, STEARNS SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Peters Mahoney.
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