Frank Anthony Mahoney

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

• 05/2014 → 12/2016
  Morgan Stanley
  Chicago, IL
• 12/2016 → Present
  Morgan Stanley
  Chicago, IL
• 07/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

Pilot Light Chefs; Not Investment related; CHICAGO, IL; Charity / Private Foundation; Board Director; Mar/2016; During business hours: 0; After business hours: 3; Head of the Finance Committee

Exams

• S66 Uniform Combined State Law Examination
  2009-10-29

Other Names

• Francis Anthony Mahoney