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Mandi Jo Moynihan

Astoria Strategic Wealth, Inc.

New Braunfels, TX

Austin, TX

CRD 4925301

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Employer firm

Astoria Strategic Wealth, Inc. CRD 113510

$483M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-20
  • TX RA
    APPROVED
    Since 2025-10-20

Branch Locations

New Braunfels, TX • United States

Austin, TX • 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
Astoria Strategic Wealth, Inc. New Braunfels TX 10/2025 Present
Usaa Educational Foundation San Antonio TX 03/2018 09/2025
Astoria Strategic Wealth, Inc. Fka Pauley Financial New Braunfels TX 07/2015 03/2018
  • 10/2025 → Present
    Astoria Strategic Wealth, Inc.
    New Braunfels, TX
  • 03/2018 → 09/2025
    Usaa Educational Foundation
    San Antonio, TX
  • 07/2015 → 03/2018
    Astoria Strategic Wealth, Inc. Fka Pauley Financial
    New Braunfels, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-03
  • S66 Uniform Combined State Law Examination
    2010-05-03
Designations
  • Certified Financial Planner
Other Names
  • Mandi Jo Moynihan
  • Mandi Moynihan Bagnai
  • Mandi Moynihan Bagnal

View on SEC IAPD

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