Patrick MahoneyCRD Number: 2771774
Current Firm: Cresset Asset Management, LLC
Patrick Mahoney (CRD# 2771774) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Amplify Investments LLC
|Cresset Asset Management, LLC||Minneapolis, MN||May 2019 - Current||3|
|J.p. Morgan Securities Inc.||Minneapolis, MN||Jun 2009 - May 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management22,968MILLIONS
Total Number of Accounts13,727ACCOUNTS
Average Account Value$1,673,188
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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