Michael J. Mahoney
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Joseph Mahoney, who also goes by Michael J Mahoney, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2006. Michael had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 20, 2021 - March 15, 2023
OUR HOUSE WEALTH ADVISORS
May 5, 2008 - December 5, 2019
WOODBURY FINANCIAL SERVICES, INC.
April 18, 2008 - December 5, 2019
WOODBURY FINANCIAL SERVICES, INC.
March 27, 2006 - April 23, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 1, 2006 - April 23, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
OUR HOUSE WEALTH ADVISORS
CRD#: 301422 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 479 |
| AUM (Assets Under Management) | $ 48,051,406 |
Red Flags
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