Kevin R. Mahoney

INTEGRIS WEALTH MANAGEMENT

Monterey, CA 93940

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CRD#: 2843190

Professional summary

Kevin Reid Mahoney, CFP®, CIMA®, who also goes by Kevin Mahoney, is a registered financial advisor currently at INTEGRIS WEALTH MANAGEMENT, LLC located in Monterey, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kevin has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Education Planning

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Employee and Employer Plan Ben...

Divorce Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Kevin Mahoney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Reid Mahoney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 30, 2009 - Present

INTEGRIS WEALTH MANAGEMENT, LLC

Office #1: 435 Washington Street Suite A, Monterey, CA 93940

RIA

CRD#: 111336

Monterey, CA

Past

November 2, 2004 - February 17, 2009

FISHER INVESTMENTS

RIA

CRD#: 107342

WOODSIDE, CA

Past

January 8, 2003 - September 20, 2004

PURISIMA SECURITIES, LLC

CRD#: 47882

WOODSIDE, CA

Past

October 4, 2001 - December 31, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

January 13, 2001 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

February 18, 1997 - October 29, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRIS WEALTH MANAGEMENT, LLC

CRD#: 111336 / SEC#: 801-66376

RIA

Registered Investment Advisory firm - (3/13/2006 Approved)

California

Registered Investment Advisory firm - (3/20/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/30/2009)

IAR

Texas
(6/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 3/21/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/14/1997

General Securities Representative Examination

Current Firm

INTEGRIS WEALTH MANAGEMENT, LLC

CRD#: 111336 / SEC#: 801-66376

RIA

Registered Investment Advisory firm - (3/13/2006 Approved)

California

Registered Investment Advisory firm - (3/20/2006 Terminated)

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Contact information

Main Address

435 Washington Street Suite A, Monterey, CA 93940

Mailing Address

Phone number

(831) 333-1717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRIS UPDATED ADV PART 2 (5/2/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 635,103,248

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Kevin R. Mahoney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Reid Mahoney's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

PURISIMA SECURITIES, LLC

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

INTEGRIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/1997

Series 63

Date: 2/27/1997

Series 31

Date: 3/21/1997

Series 7

Date: 2/14/1997

Current Firm

INTEGRIS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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