Brian G. Mahoney
Professional summary
Brian G Mahoney, who also goes by Brian Gerard Mahoney, is a registered financial advisor currently at CAMELOT WEALTH MANAGEMENT, LLC located in Oldsmar, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Brian has worked at 7 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 9, Series 10, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian G Mahoney's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2014 - Present
CAMELOT WEALTH MANAGEMENT, LLC
January 26, 2009 - June 17, 2014
CHARLES SCHWAB & CO., INC.
September 7, 2007 - June 17, 2014
CHARLES SCHWAB & CO., INC.
October 15, 2004 - July 6, 2005
BANC ONE SECURITIES CORPORATION
March 8, 2000 - August 24, 2007
CHASE INVESTMENT SERVICES CORP.
April 20, 1999 - November 19, 1999
SUNPOINT SECURITIES, INC.
February 17, 1998 - April 24, 1999
WILLIAM R. HOUGH & CO.
January 29, 1996 - February 25, 1998
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/20/2014)
(8/31/2020)
(11/6/2014)
Exams
Current Firm
CAMELOT WEALTH MANAGEMENT, LLC
CRD#: 171275 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 52,500,000 |
Red Flags
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