Robert F. Mahoney

RFM INVESTMENT ADVISOR

Boca Raton, FL 33434

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CRD#: 5240439

Professional summary

Robert Francis Mahoney is a registered financial advisor currently at RFM INVESTMENT ADVISOR located in Boca Raton, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Tech Investors Group, Inc. Not investment related; consultant 7777 Glades Rd, Suite 217, Boca Raton, FL 33434 Vice President/50% owner Start date: 2/23/2016 5 hours per month; 0 hour during securities trading hours Prepare/advise tax related matters; banking matters

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis 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®

None

Experience

Current

March 29, 2005 - Present

RFM INVESTMENT ADVISOR

Office #1: 7777 Glades Road, Suite 217, Boca Raton, FL 33434

RIA

CRD#: 142134

Boca Raton, FL

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

Florida
(3/29/2005)

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: 12/10/2003

Uniform Investment Adviser Law Examination

Current Firm

RFM INVESTMENT ADVISOR

RFM INVESTMENT ADVISOR | ROBERT F. MAHONEY, P.A., CPA

CRD#: 142134 / SEC#:

Florida

Registered Investment Advisory firm - (3/29/2005 Approved)

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Contact information

Main Address

7777 Glades Road, Suite 217, Boca Raton, FL 33434

Mailing Address

Phone number

(561) 451-9990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 15,093,906

Red Flags

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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Robert F. Mahoney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Mahoney's CRS (Customer Relationship Summary).

Certified licenses

Experience

RFM INVESTMENT ADVISOR

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2003

Current Firm

RFM INVESTMENT ADVISOR

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RFM INVESTMENT ADVISOR

TRUST BUT VERIFY

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