Michael E. Mahoney
Professional summary
Michael Eugene Mahoney, CFP®, who also goes by Mike Mahoney, is a registered financial advisor currently at CYPRESS ASSET MANAGEMENT, INC. located in Peoria Heights, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene Mahoney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
March 26, 2008 - Present
CYPRESS ASSET MANAGEMENT, INC.
February 13, 2002 - March 28, 2008
CYPRESS ASSET MANAGEMENT, LLC
May 10, 1999 - February 14, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 26, 1994 - December 21, 1995
VOYA FINANCIAL ADVISORS, INC.
March 1, 1994 - June 6, 1997
INVESTMENT PLANNERS, INC.
October 6, 1992 - December 10, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
October 6, 1992 - December 10, 1993
SIGNATOR INVESTORS, INC.
September 25, 1985 - July 14, 1992
TOWER SQUARE SECURITIES, INC.
Primary Firm SEC Registration
CYPRESS ASSET MANAGEMENT, INC.
CRD#: 145415 / SEC#: 801-130314
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2019)
(3/26/2008)
Exams
Current Firm
CYPRESS ASSET MANAGEMENT, INC.
CRD#: 145415 / SEC#: 801-130314
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 255 |
| AUM (Assets Under Management) | $ 152,800,615 |
Red Flags
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