Peter Mahony
Investment adviser representative at Meristead Wealth, LLC
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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
12 years in the industry.
- Meristead Wealth, LLCDec 2025 to now
- Stansberry Asset ManagementAug 2023 to now
- Stevens TransportFeb 2022 to Aug 2023
- Nolan Transportation GroupJul 2021 to Feb 2022
- Patten & CompanyJun 2018 to Aug 2020
- Auburn UniversityAug 2017 to Jun 2021
- Highland Park High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 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
- 8193656
- Firm CRD
- 282103