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Ana Mahony

2 Years of Experience
New York, NY

Ana Mahony is a registered investment advisor at Addition Wealth, based in New York, NY, with 2 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Addition Wealth
May 2023 - Present · 3 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ana Mahony - Financial Advisor | TrueAdvisor