Mandi J. Moynihan
Professional summary
Mandi Jo Moynihan, CFP®, who also goes by Mandi Moynihan Bagnai, Mandi Moynihan Bagnal, is a registered financial advisor currently at ASTORIA STRATEGIC WEALTH, INC. located in Austin, Texas.
Mandi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Mandi has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mandi Jo Moynihan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2025 - Present
ASTORIA STRATEGIC WEALTH, INC.
July 14, 2015 - April 11, 2018
ASTORIA STRATEGIC WEALTH, INC.
May 20, 2010 - June 16, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
January 30, 2009 - June 16, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ASTORIA STRATEGIC WEALTH, INC.
CRD#: 113510 / SEC#: 801-101469
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2025)
Exams
Current Firm
ASTORIA STRATEGIC WEALTH, INC.
CRD#: 113510 / SEC#: 801-101469
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,227 |
| AUM (Assets Under Management) | $ 464,800,000 |
Red Flags
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