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Brian Mahoney

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Boston, MA

CRD 5398810

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Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-07-02
  • MA RA
    APPROVED
    Since 2019-07-02

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

200 High St., Boston, MA 02110 • 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
Mass Mutual Boston MA 06/2015 01/2019
Creative Planning Institutional Advisors, Llc Newport Beach CA 01/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-11
S63 Uniform Securities Agent State Law Examination 2007-11-14
  • S65 Uniform Investment Adviser Law Examination
    2019-06-11
  • S63 Uniform Securities Agent State Law Examination
    2007-11-14

View on SEC IAPD

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