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Rex W Mahoney

Adirondack Capital Advisors, LLC

Syracuse, NY

CRD 6361779

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Employer firm

Adirondack Capital Advisors, LLC CRD 133305

$422M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • ADVISORY CONSULTING SERVICES

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

Current Employers
Adirondack Capital Advisors, Llc

528 Plum Street Suite 200, Syracuse, NY 13204 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-03-21
  • NY RA
    APPROVED
    Since 2022-03-21

Branch Locations

528 Plum Street Suite 200, Syracuse, NY 13204 • 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
Coastal Capital Management Llc Syracuse NY 01/2016 02/2023
Adirondack Capital Advisors Llc Syracuse NY 01/2022 Present
Previous Registrations
  • 2015-02-24 → 2023-02-27
    Coastal Capital Management Llc
    Norfolk, VA
    Syracuse, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-06
  • S65 Uniform Investment Adviser Law Examination
    2014-11-06

View on SEC IAPD

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Nearby Investors

Eric Petranchuk
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RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY

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