Rex
Mahoney

Adirondack Capital Advisors, LLC

CRD#6361779
Investment Advisor
in Syracuse, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rex Mahoney is a financial advisor based in Syracuse, New York with 1 year of relevant experience. Mahoney is currently employed by Adirondack Capital Advisors, LLC. Throughout their career, Mahoney has worked at Adirondack Capital Advisors, LLC, Coastal Capital Management, LLC, Coastal Capital Management LLC and Adirondack Capital Advisors LLC. Mahoney maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in New York. Adirondack Capital Advisors, LLC is a financial advisory firm that has its headquarters in Syracuse, NY. It has $251 million in total assets among its 819 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 819 client accounts, 24% are associated with high-net-worth clients who have greater than $1 million in investable assets. Adirondack Capital Advisors, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on which services the firm provides the client. However, fee types billed by Adirondack Capital Advisors, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

528 Plum Street Suite 200
Syracuse, NY 13204

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Adirondack Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$251,135,100

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

819

NY Average: 3,892
Average Account Size

$306,636

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Rex Mahoney Work History

Rex has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Adirondack Capital Advisors LLC

2016 - 2023 (7 years)

Coastal Capital Management LLC

2015 - 2016 (1 year)

Coastal Capital Management, LLC

2012 - 2016 (4 years)

Adirondack Capital Advisors, LLC

*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 Rex 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 Adirondack Capital Advisors, LLC

Rex Mahoney
Syracuse, NY
James Campagna
Syracuse, NY
Christopher Berg
Syracuse, NY
Patrick Dooley
Syracuse, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started