Sean Patrick Mahoney

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2021 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 09/2017 → 09/2021
  Stonegate Capital Advisors
  Scottsdale, AZ
• 08/2012 → 08/2017
  Bmo Harris Bank
  Tempe, AZ

Previous Registrations

• 2018-07-18 → 2021-11-18
  Stonegate Capital Advisors, Llc
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-07
• S63 Uniform Securities Agent State Law Examination
  2006-05-31

Other Names

• Sean P. Mahoney
• Sean Mahoney