Best Investors Account Sign in
Inactive

William Patrick Mcmahon

Charles Schwab Investment Management, Inc

San Francisco, CA

Boston, MA

Claim This Profile
Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-06
  • MA RA
    APPROVED
    Since 2022-07-06

Branch Locations

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

One International Place, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomaspartners, Inc. Boston MA 05/2001 03/2018
Charles Schwab Investment Advisory, Inc Boston MA 01/2018 01/2020
Charles Schwab Investment Management, Inc Boston MA 01/2020 Present
Previous Registrations
  • 2018-03-19 → 2022-07-07
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
    San Francisco, CA
  • 2001-07-06 → 2018-03-30
    Thomaspartners, Inc.
    Boston, MA
  • 2007-10-09 → 2009-12-31
    Wellesley Investment Partners, Llc
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-06-17
  • S66 Uniform Combined State Law Examination
    1999-06-17
Designations
Other Names
  • William Patrick Mcmahon

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor