Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul McMahon is a registered investment advisor representative with Knights of Columbus Asset Advisors LLC. Paul McMahon has been in the industry since 2001. Paul McMahon has a total of 52 state registrations and 1 IA state registration. Prior to working at Knights of Columbus Asset Advisors LLC, Paul McMahon worked at Foreside Fund Services, LLC, R.W. Pressprich & Co., Oppenheimer & Co. Inc., CIBC World Markets Corp., Cowen and Company, Banc of America Securities LLC, and Deutsche Banc Alex. Brown Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
06/23/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
CT
08/28/2015 - 12/31/2020
FORESIDE FUND SERVICES, LLC (New Haven CT)
NY
04/09/2013 - 03/31/2014
R.W.PRESSPRICH & CO. (NEW YORK NY)
NY
01/14/2008 - 09/19/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
05/07/2007 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/27/2006 - 03/15/2007
COWEN AND COMPANY (NEW YORK NY)
NY
03/13/2002 - 04/06/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/14/1999 - 03/12/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
BOTH
Issued 08/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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