Maggie Mahoney

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Nyack, NY
• 09/2017 → 05/2021
  Loyola Marymount University
  Los Angeles, CA
• 01/2010 → 09/2017
  Unemployed/ Full Time Student
  Stony Point, NY
• 05/2021 → 11/2021
  Unemployed
  Stony Point, NY
• 07/2019 → 09/2019
  Equinox
  Los Angeles, CA
• 08/2017 → 11/2017
  La Fitness
  Los Angeles, CA
• 08/2020 → 05/2021
  Eqpatisserie Didiere Dumas
  Nyack, NY
• 03/2020 → Present
  Retro Fitness
  Pomona, NY
• 02/2022 → Present
  Bank Of America, N.A.
  West Nyack, NY

Other Businesses

Name of the other businessRetro FitnessWhether the business is investment-relatedNoAddress of the other business (City and State only)Pomona, NYNature of the other businessFitnessYour positionYoga instructorTitle, or relationship with the other businessPart-time EmployeeStart date of your relationshipMarch 2020Approximate number of hours/month you devote to the other business4Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI teach a 1 hour yoga class once a week Thursday evenings.I*1844342Entity CharitableName of OBA: Rockland Women's Business NetworkAddress: West Nyack, New York, 10994Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 06/01/2024No Hours: 1No Hours during trading: 1Duties: I will assist in setting up networking events and help the board with decision making.I*1846277Entity For Profit Name of OBA: New York Sports ClubAddress: New York, New York, 10023Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 06/01/2024No Hours: 1No Hours during trading: 0Duties: Working as a part-time yoga instructor. I*1991299, Entity Type: Entity For Profit, Name of OBA: Flolo Holistic, Address: New York, NY, 10019, Investment Related: No, Position, Title, Association: Employee, Employee Start Date: 09/16/2024, No Hours: 3hrs/Weekly, No Hours during trading: 0, Duties: Subbing yoga classes.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-30

Other Names

• Mahoney