Christian Mahoney (CRD# 7260116) is an Investment Advisor Representative working at Reynders, Mcveigh Capital Management, LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reynders, Mcveigh Capital Management, LLC | Boston, MA | Nov 2020 - Current | 3 |
| Carson Wealth Management | Waltham, MA | Jun 2020 - Nov 2020 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2016 - May 2020 | 3 |
| West On Centre Restaurant | Boston, MA | Jun 2015 - Mar 2020 | 4 |
| Everest Insurance | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
| N-of-one Inc. | Concord, MA | May 2018 - Aug 2018 | < 1 |
| Bertuccis Restaurant Amherst | Amherst, MA | Oct 2017 - Dec 2017 | < 1 |
| Hampshire Dining Hall Umass Amherst | Amherst, MA | Mar 2017 - May 2017 | < 1 |
| Boston Latin School | Boston, MA | Sep 2010 - Jun 2016 | 5 |
| William J Devine Golf Course | Boston, MA | Jul 2015 - Sep 2015 | < 1 |
| Ymca Hale Reservation | Boston, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MA
-
Total Assets Under Management3,655MILLIONS
-
Total Number of Accounts757ACCOUNTS
-
Average Account Value$4,828,069
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.