Brian McMahon, financial advisor Boston MA
93 score

Brian McMahon

CRD Number: 4545563
Current Firm: Pioneer Institutional Asset Management, Inc.

Brian McMahon (CRD# 4545563) is an Investment Advisor Representative working at Pioneer Institutional Asset Management, Inc. in Boston, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pioneer Investment Management Usa Inc. Boston, MA Apr 2008 - Current 8
Citigroup Global Markets Inc. New York, NY May 2007 - Apr 2008 < 1
Citicorp Investment Services New York, NY Jun 2003 - Oct 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Brian A. McMahon
Phone Number: 617-422-4700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,770
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $106,855,891
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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