CM
CM

Connor Robert Mahoney

4 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
2,899 clients
Average Client Portfolio
$281K average
Assets Under Management
$813.5M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
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Location

135 Chestnut Ridge Road, Suite 200, Montvale, NJ, 07645

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connor is a registered representative for Mahoney Asset Management, spending nearly full-time on lead generation and sales. He also creates informational business/finance videos for Business Stories Central on YouTube, dedicating time as needed.

Employment History
Current Registrations
Nfsg Corporation
January 2022 - Present · 4 yrs 1 mo
Newbridge Securities CorporationBroker
September 2021 - Present · 4 yrs 5 mos
State Registrations8 states
CACTFLMANJNYPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.