Michael MooneyCRD Number: 5161481
Current Firm: Eqis Capital Management
Michael Mooney (CRD# 5161481) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Portsmouth Financial Services||San Francisco, CA||Jan 2021 - Current||1|
|Eqis Capital Management, Inc.||San Rafael, CA||Dec 2016 - Current||5|
|Assetmark Brokerage, LLC||Concord, CA||Aug 2014 - Dec 2016||2|
|Assetmark Financial, Inc.||Concord, CA||Sep 2013 - Dec 2016||3|
|Capital Brokerage Corporation||Pleasant Hill, CA||May 2013 - Dec 2016||3|
|Genworth Financial||Pleasant Hill, CA||Apr 2013 - Aug 2013||< 1|
|Union Bank||Alamo, CA||Oct 2012 - Apr 2013||< 1|
|Whitewater Voyages||El Sobrante, CA||Dec 2007 - Oct 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management1,735MILLIONS
Total Number of Accounts15,229ACCOUNTS
Average Account Value$113,958
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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