Robert Mahoney
Investment adviser representative at Boston Family Advisors LLC
11 yearsExperience
1 stateRegistered in
$329.7MFirm assets
3 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 feePerformance-based
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.
- Boston Family Advisors LLCOct 2024 to now
- UnemployedMar 2023 to Oct 2024
- Altimeter CapitalOct 2017 to Mar 2023
- Folger Hill Asset ManagementMar 2015 to Sep 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Boston Family Advisors LLC
$329.7MAssets managed
39Clients
6Advisers
3 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
- 8037467
- Firm CRD
- 299060