Daniel P Mahoney
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Education Funding
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Cashflow & Budgeting
Specializations
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.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
TRUE SQUARE FINANCIAL LLC
Contact Information
Main Address
1355 Peachtree St Ne, Suite 1150, Atlanta, GA 30309Phone Number
(404) 975-2720# of Employees
1SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
330AUM (Assets Under Management)
$178,846,896Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TRUE SQUARE FINANCIAL LLC
State Registrations and Notice Filings
(3/27/2017)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel P Mahoney's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Education Funding
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Cashflow & Budgeting
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