Connor Mahoney is a registered investment advisor at Nfsg Corporation, based in Montvale, NJ, with 5 years of industry experience. Connor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
135 Chestnut Ridge Road, Suite 200, Montvale, NJ, 07645
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Connor is a registered representative for Mahoney Asset Management, spending nearly full-time on lead generation and sales. He also creates informational business/finance videos for Business Stories Central on YouTube, dedicating time as needed.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
State Registrations10 states
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
More Advisors
- Philip Rutigliano, CFPNfsg Corporation
- Kenneth MahoneyNfsg Corporation
- Elizabeth Emr, ChFCSignature Wealth Management Partners, LLC
- Steven Summa, CFPCambridge Investment Research Advisors, INC.
- Jason Lilli, ChFCLPL Financial LLC
- Timothy Campbell, CFPThrivent Investment Management INC.