Michael Terrance Mahoney
Investment adviser representative at Esi Financial Advisors
12 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Michael Terrance Mahoney? 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 assetsHourlyFixed or flat feeCommissions
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
12 years in the industry.
- Michael MahoneySep 2025 to now
- Equity Services, Inc.Sep 2020 to now
- Aegis Capital CorpFeb 2020 to Sep 2020
- Investacorp IncJan 2018 to Feb 2020
- Investacorp Advisory ServicesJan 2018 to Jan 2020
- The O.N. Equity Sales CompanyFeb 2015 to Dec 2017
- Commonweath of Atlanta LLCJan 2015 to Sep 2025
- Ohio National Life Insurance CompanyDec 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 6234145
- Firm CRD
- 265