Michael Patrick Mahoney

Employer firm

Snowden Capital Advisors LLC CRD 157299

$8.87B regulatory AUM 122 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

• 11/2008 → 11/2016
  Morgan Stanley & Co. Incorporated
  Fairfield, CT
• 06/2009 → 11/2016
  Morgan Stanley Smith Barney
  Fairfield, CT
• 01/2015 → 11/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 12/2016 → 03/2023
  Snowden Lane Partners
  Hartford, CT
• 03/2023 → Present
  Snowden Lane Partners
  Coral Gables, FL

Previous Registrations

• 2009-06-01 → 2016-11-07
  Morgan Stanley
  Fairfield, CT
• 2008-11-28 → 2009-06-01
  Morgan Stanley & Co. Llc
  Fairfield, CT
• 2005-08-05 → 2008-12-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
  Fairfield, CT
• 2004-10-20 → 2005-08-26
  Banc Of America Investment Services, Inc.
  Fairfield, CT
• 2002-09-09 → 2004-10-20
  Quick & Reilly, Inc.
  Fairfield, CT

Other Businesses

Lokation Real Estate - Real Estate Agent; non-investment related, one hour per month, refer clients; paid commission.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-03
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Other Names

• Michael Patirck Mahoney