Daniel P. Mahoney

TRUE SQUARE FINANCIAL LLC

Atlanta, GA 30309

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CRD#: 4236650

Professional summary

Daniel P Mahoney, CFP® is a registered financial advisor currently at TRUE SQUARE FINANCIAL LLC located in Atlanta, Georgia.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Biography

I am the proud father of triplets (two girls and a boy) who started kindergarten in 2016.  My wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding.  I earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia.

Question & Answer

What are your service offerings?

Investment Planning

Insurance Planning

Retirement Planning

Education Planning

Tax Planning

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Corporate Executives

Are you a "fiduciary"?

Yes

Aliases

None

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 Daniel P Mahoney's 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: 2017

Experience

Current

March 27, 2017 - Present

TRUE SQUARE FINANCIAL LLC

Office #1: 1355 Peachtree St Ne, Suite 1150, Atlanta, GA 30309

RIA

CRD#: 287997

Atlanta, GA

Past

May 18, 2005 - June 26, 2006

CRT CAPITAL GROUP LLC

CRD#: 28830

STAMFORD, CT

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

Georgia
(3/27/2017)

IAR

Texas
(5/26/2021)

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: 2/22/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2005

General Securities Representative Examination

Current Firm

TRUE SQUARE FINANCIAL LLC

CRD#: 287997 / SEC#:

Georgia

Registered Investment Advisory firm - (3/27/2017 Approved)

Texas

Registered Investment Advisory firm - (5/25/2021 Conditional Restricted)

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Contact information

Main Address

1355 Peachtree St Ne, Suite 1150, Atlanta, GA 30309

Mailing Address

Phone number

(404) 975-2720

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	258
AUM (Assets Under Management)	$ 92,877,968

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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Daniel P. Mahoney

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel P Mahoney's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE SQUARE FINANCIAL LLC

CRT CAPITAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2017

Series 63

Date: 5/18/2005

Series 7

Date: 5/17/2005

Current Firm

TRUE SQUARE FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE SQUARE FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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