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Terence Patrick Mahoney

AGILIS PARTNERS LLC·WALTHAM, Massachusetts
AGILIS PARTNERS LLC
130 TURNER ST., WALTHAM, MA 02453CRD# 4581029Firm CRD# 126765

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terence Patrick Mahoney · WALTHAM, MA
Registration
CRD #4581029 · AGILIS PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Terence Patrick Mahoney is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with AGILIS PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AGILIS PARTNERS LLC
AGILIS PARTNERS LLC
AUM
$6.7B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at AGILIS PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4581029
Firm CRD# 126765
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terence Patrick Mahoney offer?
Terence Patrick Mahoney specializes in Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Terence Patrick Mahoney's credentials?
Terence Patrick Mahoney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence Patrick Mahoney located?
Terence Patrick Mahoney is based in WALTHAM, Massachusetts, working with AGILIS PARTNERS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Terence Patrick Mahoney charge for services?
Terence Patrick Mahoney's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGILIS PARTNERS LLC?
AGILIS PARTNERS LLC has approximately 45 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGILIS PARTNERS LLC

Ryan Darden Mcglothlin
WALTHAM, MA
Thomas Cassara
WALTHAM, MA
Joanne Rae O'donnell
WALTHAM, MA

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Research
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