Kevin Mahoney

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2015 → Present
  Raymond James & Associates
  West Nyack, NY

Previous Registrations

• 1996-05-29 → 2015-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Nyack, NY
  West Nyack, NY

Other Businesses

(1)Name of Business: Muddy Creek Property LLC Address: 7220 Coquina Way , St.Pete Beach , FL, 33706, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/10/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a rental property (2)Name of Business: Muddy Creek Property LLC Address: 142 Lombardi Rd, Pearl River, NY, 10965, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/09/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This the LLC that we own for our real estate in Florida

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-07
• S63 Uniform Securities Agent State Law Examination
  1992-01-17