Mason E 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

• 06/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2024 → 05/2024
  University Of Arizona
  Tucson, AZ
• 05/2023 → 08/2023
  Cato Institute
  Washington, DC
• 01/2023 → 05/2023
  United States Senate
  Phoenix, AZ
• 08/2019 → 01/2023
  The Solel Preschool
  Paradise Valley, AZ
• 08/2018 → 04/2019
  Scramble, A Breakfast And Lunch Joint
  Scottsdale, AZ
• 10/2013 → 08/2018
  St. Thomas The Apostle School
  Phoenix, AZ
• 04/2019 → 08/2019
  Xavier College Preparatory
  Phoenix, AZ
• 08/2023 → 01/2024
  University Of Arizona
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12