Alec Thomas Mahoney
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- UBS Financial Services Inc.Nov 2025 to now
- UenmployedAug 2025 to Nov 2025
- Bg Pressure WashingAug 2024 to Aug 2025
- UnemployedMay 2024 to Aug 2024
- Ndo H2oAug 2023 to Jan 2024
- Blue Interactive AgencyMay 2023 to Aug 2023
- University of MiamiAug 2022 to May 2024
- UnemployedOct 2021 to Aug 2022
- Vistablue - Douglas EllimanSep 2020 to Oct 2021
- Ballenisles Country ClubMay 2018 to Jun 2019
- Florida State UniversitySep 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 8182914
- Firm CRD
- 8174