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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mahoney is a financial advisor with Coastal Bridge Advisors. Michael has been in the industry for over 20 years. He is a Series 6, 7, 24, 51, 63 and 66 licensed professional. Michael is a registered Investment Advisor in North Carolina. Michael is a member of the Investment & Wealth Institute.
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.
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.
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NC
01/17/2025 - Present
Coastal Bridge Advisors (Charlotte NC)
GA
05/24/2021 - 07/22/2021
PEACHTREE PC INVESTORS, LLC (ATLANTA GA)
CO
12/03/2020 - 01/21/2021
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
06/29/2018 - 12/07/2018
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
NY
12/12/2014 - 06/15/2018
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
CT
09/10/2004 - 11/21/2014
VOYA INVESTMENTS DISTRIBUTOR, LLC (TRUMBULL CT)
TN
10/03/1991 - 08/06/2003
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NA
07/15/1985 - 07/10/1986
FIRST INVESTORS CORPORATION
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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