Mandi Jo Moynihan
Investment adviser representative at Astoria Strategic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$482.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Astoria Strategic Wealth, Inc.Oct 2025 to now
- USAA Educational FoundationMar 2018 to Sep 2025
- Astoria Strategic Wealth, Inc. Fka Pauley FinancialJul 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Astoria Strategic Wealth, Inc.
$482.5MAssets managed
177Clients
7Advisers
11 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
- 4925301
- Firm CRD
- 113510