William M. Mcmahon
Professional summary
William Moses Mcmahon, who also goes by Will Mcmahon, is a registered financial advisor currently at MORALIS TECHNOLOGIES, LLC located in Pittsburgh, Pennsylvania and MFA WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Moses Mcmahon's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2025 - Present
MORALIS TECHNOLOGIES, LLC
Office #1: 650 Washington Rd Suite 8000, Pittsburgh, PA 15228November 10, 2025 - Present
MFA WEALTH ADVISORS, LLC
Office #1: 650 Washington Road Suite 8000, Pittsburgh, PA 15228May 17, 2017 - July 28, 2025
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
MFA WEALTH ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/10/2025)
Exams
Current Firm
MFA WEALTH ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,045 |
| AUM (Assets Under Management) | $ 529,052,412 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/07/2025 | ||
| 01/29/2024 |
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.
