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Adviser and broker representative · Morgan Stanley

Brian P. Mahoney

CRD 2384226 · Fort Lauderdale, FL

At a glance

Brian P. Mahoney is an investment adviser representative with Morgan Stanley in Fort Lauderdale, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brian’s SEC record dates to 2001, about 24 years ago. Brian is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

  • Morgan StanleySince June 2009Fort Lauderdale, FL · $1.96T in regulatory assets

SEC adviser record

Registered since
2001 (24 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Brian’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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