Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Robert Mahaney

Wealthcare Advisory Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Robert Mahaney

Mark Robert Mahaney is an investment advisor representative with Wealthcare Advisory Partners LLC. Mark has over 30 years of experience in the financial services industry. Mark has a Series 7, 31, and 63 license as well as a Series 65 license and has a strong track record of providing investment advice to individuals, corporations, charitable organizations, and pension plans. Mark is committed to providing clients with personalized financial advice and helping them achieve their financial goals. He is dedicated to building long-term relationships with his clients and providing them with the highest level of service. Mark has worked for various financial institutions in his career including Wells Fargo Advisors, LLC, Legg Mason Wood Walker, Incorporated, and Hamilton Investments, Inc. Mark is based in Baltimore, Maryland.

Firm Information

Mark Mahaney is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Mahaney’s Registration & Firm History

MD

01/02/2025 - Present

Wealthcare Advisory Partners LLC (Baltimore MD)

MD

03/20/2001 - 09/08/2016

WELLS FARGO ADVISORS, LLC (BALTIMORE MD)

MD

03/20/1995 - 03/16/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

05/07/1993 - 02/03/1995

HAMILTON INVESTMENTS, INC.

Not sure if Mark Robert Mahaney is right for you?

Licenses & Designations

IA

Issued 04/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Robert Mahaney. Review regulatory record here.
Not sure if Mark Robert Mahaney is right for you?