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Mark A Mahoney

Schwab Wealth Advisory, Inc.

Medfield, MA

CRD 4800804

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-23
TX RA APPROVED 2025-12-15
  • MA RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

Medfield, MA • 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. Wellesley MA 07/2011 03/2018
Windhaven Investment Management, Inc. Wellesley MA 05/2017 03/2018
Charles Schwab Investment Advisory, Inc. Boston MA 01/2018 12/2021
Charles Schwab & Co., Inc. Medfield MA 01/2020 Present
Schwab Wealth Advisory, Inc Medfield MA 12/2025 Present
  • 07/2011 → 03/2018
    Thomaspartners, Inc.
    Wellesley, MA
  • 05/2017 → 03/2018
    Windhaven Investment Management, Inc.
    Wellesley, MA
  • 01/2018 → 12/2021
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
  • 01/2020 → Present
    Charles Schwab & Co., Inc.
    Medfield, MA
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc
    Medfield, MA
Previous Registrations
  • 2018-03-07 → 2022-01-11
    Charles Schwab Investment Advisory, Inc.
    Boston, MA
    San Francisco, CA
  • 2011-08-02 → 2018-03-30
    Thomaspartners, Inc.
    Boston, MA
  • 2017-05-15 → 2018-03-30
    Windhaven Investment Management, Inc.
    Boston, MA
    Boston, MA
  • 2009-03-27 → 2011-07-12
    Mfs Institutional Advisors Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-03-12
S65 Uniform Investment Adviser Law Examination 2009-03-26
  • S63 Uniform Securities Agent State Law Examination
    2020-03-12
  • S65 Uniform Investment Adviser Law Examination
    2009-03-26

View on SEC IAPD

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