MM
Mitchell D. Mahoney
KESTRA ADVISORY SERVICES
Ashburn, VA 20147
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CRD#: 6326886
MM
Mitchell David MahoneyKESTRA ADVISORY SERVICES
Professional summary
Mitchell David Mahoney is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Ashburn, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Ashburn, Virginia.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mitchell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/10/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: STONE CHASE FINANCIAL POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/10/2026 ADDRESS: 44679 Endicott Dr Ste 300, Ashburn VA 20147, United States DESCRIPTION: Managing the practice and working with clients. Name: LOUDOUN COUNTY CHAMBER OF COMMERCE POSITION: Member NATURE: Networking INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/10/2026 ADDRESS: 19301 Winmeade Dr, Leesburg VA 20176, United States DESCRIPTION: Member of the local chamber of commerce & leadshare for ongoing networking and relationship building. Name: MITCHELL MAHONEY - INSURANCE POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/10/2026 ADDRESS: 44679 Endicott Dr Ste 300, Ashburn VA 20147, United States DESCRIPTION: Selling term life insurance and some LTC policies using insurance license. Name: MAHONEY FINANCIAL GROUP LLC POSITION: Owner NATURE: LLC to flow money through INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/10/2026 ADDRESS: 44679 Endicott Dr Ste 300, Ashburn VA 20147, United States DESCRIPTION: LLC to flow money through to limit personal liability with the business.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell David 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®
NoneExperience
Current
September 10, 2026 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 44679 Endicott Dr Ste 300, Ashburn, VA 20147RIA
CRD#: 283330
Ashburn, VA
Current
September 10, 2026 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 44679 Endicott Dr Suite 300, Ashburn, VA 20147BD
CRD#: 42046
Ashburn, VA
Past
January 11, 2018 - September 17, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Herndon, VA
Past
August 21, 2017 - September 17, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HERNDON, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/10/2026)
RR
California(9/10/2026)
RR
District of Columbia(9/10/2026)
RR
Florida(9/10/2026)
RR
Louisiana(9/10/2026)
RR
Maryland(9/10/2026)
RR
New York(9/10/2026)
RR
North Carolina(9/21/2026)
RR
North Dakota(9/10/2026)
RR
Pennsylvania(9/10/2026)
RR
Virginia(9/10/2026)
IAR
Virginia(9/10/2026)
RR
Washington(9/10/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Loading...
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,359
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 192,439 |
| AUM (Assets Under Management) | $ 79,798,091,767 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
