Michael Mooney, financial advisor Hartford CT

Michael Mooney

CRD Number: 5161481
Current Firm: Freedom Investment Management, Inc.

Michael Mooney (CRD# 5161481) is an Investment Advisor Representative working at Freedom Investment Management, Inc. in Hartford, CT and has over 6 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Portsmouth Financial Services San Francisco, CA Jan 2021 - Current 3
Eqis Capital Management, Inc. San Rafael, CA Dec 2016 - Current 7
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
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Michael J. Mooney
Phone Number: 860-291-1998
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,432
    MILLIONS
  • Total Number of Accounts
    12,724
    ACCOUNTS
  • Average Account Value
    $112,558
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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