Sara V. Mahoney

Employer firm

Eubel Brady & Suttman CRD 107316

$2.07B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2012 → 07/2025
  Eubel Brady & Suttman
  Dayton, OH
• 07/2025 → Present
  Eubel Brady & Suttman
  Miamisburg, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  1998-08-21

Other Names

• Sara Holly Voit
• Sara Holly Mahoney