Stephen
Mahoney
Glenmede Investment Management, Lp
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About this Advisor
Stephen Mahoney is a financial advisor operating out of Philadelphia, Pennsylvania with a total of 16 years of industry experience. Mahoney works at Glenmede Investment Management, Lp. During their career, Mahoney has held roles at Quasar Distributors, LLC and Glenmede Investment Management. Mahoney maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Pennsylvania. Glenmede Investment Management, Lp is an advisory firm that has its headquarters in Philadelphia, PA. It oversees $11 billion in total assets across its 3,016 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 3,016 accounts, 94% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fees are based on which service is provided. Fee types charged by Glenmede Investment Management, Lp can consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glenmede Investment Management, Lp Brokerage Details
$11,284,959,819
42
3,016
$3,741,698
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Stephen Mahoney Work History
Stephen has been registered as a financial advisor for 16 years.*
Glenmede Investment Management
Quasar Distributors, 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 Stephen 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 Glenmede Investment Management, Lp
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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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