Kevin Reid Mahoney

Employer firm

Integris Wealth Management, LLC CRD 111336

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2009 → Present
  Integris Wealth Management, Llc
  Monterey, CA

Previous Registrations

• 2004-11-02 → 2009-02-17
  Fisher Investments
  Woodside, CA

Other Businesses

a. Montage Health Board (member); 23625 Holman Hwy, Monterey, CA 93940; not investment related; Hospital & Medical System; started 1/1/2024; 15 hours/month with 8 hours during trading hours; oversight b. Montage Health Board Audit Committee(member); 23625 Holman Hwy, Monterey, CA 93940; not investment related; Hospital & Medical System; started 1/1/2024; 2 hours/month with 1 hour during trading hours; oversight c. Montage Health Board Investment Committee (Chair); 23625 Holman Hwy, Monterey, CA 93940; investment related; Hospital & Medical System; started 1/1/2024; 5 hours/month with 3 hours during trading hours; direct committee’s work d. Montage Health Foundation Board (Chair); 40 Ryan Ct., Monterey, CA 93940; not investment related; Grant Maker to Hospital; started 1/1/2017; 15 hours/month with 8 hours during trading hours; direct organizations efforts e. Montage Health Foundation Executive Committee (Chair); 40 Ryan Ct., Monterey, CA 93940; not investment related; Grant Maker to Hospital; started 1/1/2017; 2 hours/month with 1 hour during trading hours; direct committee’s work f. Montage Health Foundation Finance Committee (member); 40 Ryan Ct., Monterey, CA 93940; not investment related; Grant Maker to Hospital; started 1/1/2017; 1 hour/month during trading hours; oversight g. Central Coast VNA & Hospice Investment Committee (member); 5 Lower Ragsdale Ct., Monterey, CA 93940; investment related; Nursing and Hospice services; started 7/1/2019; 1 hour/month during trading hours; oversight

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-14
• S63 Uniform Securities Agent State Law Examination
  1997-02-27

Designations

• Certified Financial Planner

Other Names

• Kevin Mahoney