Maggie Mahoney
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
16 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Bank of America, N.A.Feb 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to now
- Retro FitnessMar 2020 to now
- UnemployedMay 2021 to Nov 2021
- Eqpatisserie Didiere DumasAug 2020 to May 2021
- EquinoxJul 2019 to Sep 2019
- Loyola Marymount UniversitySep 2017 to May 2021
- La FitnessAug 2017 to Nov 2017
- Unemployed/ Full Time StudentJan 2010 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7495146
- Firm CRD
- 7691