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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 an investment advisor representative with Snowden Capital Advisors LLC. Michael has been in the financial services industry since 1999. He is registered with the following states: California, Connecticut, Florida, Georgia, New Hampshire, Ohio, Maryland, Massachusetts, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas and Vermont. Prior to joining Snowden Capital Advisors LLC, Michael was a financial advisor at Morgan Stanley and Merrill Lynch. Michael has a Series 7, Series 24, Series 31, Series 63, and Series 65 license. Michael is also a registered investment advisor. Snowden Capital Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
FL
11/07/2016 - Present
Snowden Capital Advisors LLC (Wilton Manors FL)
CT
06/01/2009 - 11/07/2016
MORGAN STANLEY (FAIRFIELD CT)
CT
11/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD CT)
CT
08/05/2005 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
MA
10/20/2004 - 08/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
03/12/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
05/21/1999 - 03/14/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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