Mark Monahan, financial advisor Ayer MA

Mark Monahan

CRD Number: 6508945
Current Firm: On Investment Management Co

Mark Monahan (CRD# 6508945) is an Investment Advisor Representative working at On Investment Management Co in Ayer, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Advent Benefit Consultants Ayer, MA Nov 2015 - Current 5
Sii Andover, MA Jun 2015 - Nov 2015 < 1
Bank Of America Gardner, MA Mar 2015 - Jun 2015 < 1
Bank Of America Marlborough, MA Mar 2014 - Mar 2015 1
Bank Of America Marlborough, MA Nov 2013 - Mar 2014 < 1
Monahan's Marine Weymouth, MA May 2010 - Nov 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark P. Monahan
Phone Number: 855-262-0913
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,779
    MILLIONS
  • Total Number of Accounts
    12,753
    ACCOUNTS
  • Average Account Value
    $139,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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