Michelle
Mahoney
Captrust
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About this Advisor
Michelle Mahoney is a certified financial planner working out of West Des Moines, Iowa with 1 year of relevant experience. Mahoney is an employee of Captrust. The advisor has gained experience at Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Generations Wealth Management and Commonwealth Financial Network. Mahoney maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Iowa and Texas. Captrust is a financial advisory firm headquartered in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It has $715 billion in assets under management across its 76,254 accounts, placing it among the largest firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors usually depend on the type of financial services provided. However, fee types charged by Captrust most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michelle Mahoney Work History
Michelle has been registered as a financial advisor for 1 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Generations Wealth Management
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Mahoney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Sacramento, CA
Raleigh, NC
Clarkston, MI
Brentwood, TN
Bethlehem, PA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
