Adlai Joseph Mcmahon
Investment adviser representative at Cimarron Wealth Management, Inc.
20 yearsExperience
1 stateRegistered in
$327.3MFirm assets
7 yearsFirm in business
Are you Adlai Joseph Mcmahon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Cimarron Wealth Management, Inc.Oct 2024 to now
- Paychex Securities CorporationJun 2017 to Sep 2018
- Paychex, Inc.Aug 2006 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cimarron Wealth Management, Inc.
$327.3MAssets managed
572Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3193261
- Firm CRD
- 299627