William Moses Mcmahon
Investment adviser representative at Moralis Technologies, LLC
11 yearsExperience
2 statesRegistered in
$103MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Moralis Technologies, LLCNov 2025 to now
- Mfa Wealth Advisors, LLCAug 2025 to now
- Moralis Technologies LLC dba Aquinas Wealth AdvisorsAug 2025 to now
- Morgan Stanley & Co. LLCApr 2017 to Aug 2025
- JP Morgan ChaseJun 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Moralis Technologies, LLC
$103MAssets managed
67Clients
9Advisers
4 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
- 6110998
- Firm CRD
- 316221