William Patrick Mcmahon

Employer firm

Charles Schwab Investment Management, Inc CRD 106753

$1.72T regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2001 → 03/2018
  Thomaspartners, Inc.
  Boston, MA
• 01/2018 → 01/2020
  Charles Schwab Investment Advisory, Inc
  Boston, MA
• 01/2020 → Present
  Charles Schwab Investment Management, Inc
  Boston, MA

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

• S66 Uniform Combined State Law Examination
  1999-06-17

Designations

• Chartered Financial Analyst

Other Names

• William Patrick Mcmahon