William MahonyCRD Number: 4578876
Current Firm: Asset Strategy Advisors, LLC
William Mahony (CRD# 4578876) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 15 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Asset Strategy Retirement Consultants, LLC||Natick, MA||Jun 2008 - Current||9|
|Triad Advisors, Inc.||Norcross, GA||Feb 2008 - Current||10|
|William D. Mahony & Company||Sudbury, MA||Jan 1990 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management223MILLIONS
Total Number of Accounts252ACCOUNTS
Average Account Value$884,142
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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