Michael McMahon, financial advisor Greenwood Village CO
90 score

Michael McMahon

CRD Number: 6240191
Current Firm: Advised Assets Group, LLC

Michael McMahon (CRD# 6240191) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Harrisburg, PA Mar 2017 - Current 1
Pnc Investments Pittsburgh, PA Apr 2016 - Feb 2017 < 1
Pnc Investments Pittsburgh, PA Apr 2016 - Feb 2017 < 1
Unemployed Gibsonia, PA Nov 2015 - Apr 2016 < 1
Unemployed Pittsburgh, PA Nov 2015 - Apr 2016 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Nov 2013 - Nov 2015 2
Federated Global Investment Management Corp New York, NY Nov 2013 - Nov 2015 2
Federated Investment Couseling Pittsburgh, PA Nov 2013 - Nov 2015 2
Federated Investors Inc. Pittsburgh, PA Aug 2013 - Nov 2015 2
Federated Securities Corp Pittsburgh, PA Aug 2013 - Nov 2015 2
Federated Investors Pittsburgh, PA Aug 2013 - Nov 2015 2
Point Park University Pittsburgh, PA Jan 2011 - May 2013 2
Point Park University Pittsburgh, PA Jan 2011 - May 2013 2
Cypher - Cypher Canonsburg, PA Feb 2013 - Apr 2013 < 1
Volt Work Force Pittsburgh, PA Dec 2012 - Feb 2013 < 1
Quicken Loans Coraopolis, PA May 2012 - Oct 2012 < 1
Kossman Dev. Pittsburgh, PA Sep 2009 - Jan 2011 1
Kossman Development Co Pittsburgh, PA Sep 2009 - Jan 2011 1
Community College Of Allegheny County Pittsburgh, PA Jul 2007 - Sep 2009 2
Community College Of Allegheny Co Pittsburgh, PA May 2007 - Aug 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Michael P. McMahon
Phone Number: 844-302-2448
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    26,138
    MILLIONS
  • Total Number of Accounts
    34,219
    ACCOUNTS
  • Average Account Value
    $763,851
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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