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Terence Patrick Mahoney

AGILIS PARTNERS LLC·WALTHAM, Massachusetts
SIE, Series 7, Series 7TO, Series 24, Series 63Clean recordAGILIS 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AGILIS PARTNERS LLC
CRD 126765 · SEC 801-62213
AUM
$6.7B
Regulatory assets under management
Employees
45
61 client accounts
Services offered by AGILIS PARTNERS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at AGILIS PARTNERS LLC →
Introduction

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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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Nearby cities in Massachusetts
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Research
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