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Ronald Lee Mahorney

Cincinnati Wealth Management, Inc.

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About Ronald Lee Mahorney

Ronald Mahorney is an investment advisor representative with Cincinnati Wealth Management, Inc. located in Cincinnati, Ohio. Ronald is also a Certified Financial Planner. Ronald has been in the securities industry for over 30 years and has held previous positions at LPL Financial LLC, PaineWebber Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., Hartford Equity Sales Company Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.

Firm Information

Ronald Mahorney is currently registered with Cincinnati Wealth Management, Inc.. Cincinnati Wealth Management, Inc. is an investment advisor with 1 investment advisor representative and $17,887,191 in regulatory assets under management. The firm offers financial planning and portfolio management for individuals and businesses. Cincinnati Wealth Management, Inc. has 50 total client accounts, including 10 high-net-worth individuals with $15,951,393 in assets under management and 5 individuals other than high-net-worth individuals with $1,935,798 in assets under management.

$17.89M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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percentage of assets

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

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Ronald Mahorney’s Registration & Firm History

OH

01/22/2018 - Present

Cincinnati Wealth Management, Inc. (CINCINNATI OH)

OH

03/17/1995 - 03/29/2018

LPL FINANCIAL LLC (CINCINNATI OH)

NJ

11/12/1993 - 04/08/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

07/31/1993 - 11/30/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

09/24/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

CT

03/26/1990 - 09/21/1990

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

MN

01/18/1988 - 03/12/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/18/1988 - 03/12/1990

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/16/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1995

Series 24 - General Securities Principal Examination

BC

Issued 03/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1993

Series 3 - National Commodity Futures Examination

BC

Issued 12/16/1989

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/15/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald Lee Mahorney. Review regulatory record here.
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