Alyssa McMahon has been Director of Financial Planning/Managing Director of BPP Wealth Solutions since March 2024, is not listed as a control person, but directly owns under 5% of the firm.
BPP Wealth Solutions, LLC is a Basking Ridge, NJ firm with $247M under management, 113 clients and 4 advisers in one office, as of its March 2026 filing.
Alyssa McMahon’s longest registration was 11 years at Prestige Wealth Management Group, LLC (2013–2024).
- The Pillar Strategies– · 9 yearsFlemington, NJ · Adviser representative · Firm CRD 166641
- Prestige Wealth Management Group, LLC– · 11 yearsFlemington, NJ · Adviser representative · Firm CRD 127381
- Aepg Wealth Strategies– · 6 yearsWarren, NJ · Adviser representative · Firm CRD 109859
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 2013 |
| Series 7 | General Securities Representative Examination | 8 August 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alyssa Yvonne McMahon
- CRD
- 5084873
- Firm
- BPP Wealth Solutions · CRD 166962
- Role
- Director of Financial Planning/Managing Director
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Alyssa McMahon work?
Alyssa McMahon has been Director of Financial Planning/Managing Director of BPP Wealth Solutions, LLC since March 2024.
Does Alyssa McMahon have a current investment-adviser registration?
Alyssa McMahon has no current investment-adviser or broker registration.
What exams has Alyssa McMahon passed?
Alyssa McMahon has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in March 2006. FINRA credited Alyssa McMahon with the SIE, which began in October 2018.
Where was Alyssa McMahon previously registered as an investment adviser?
Alyssa McMahon has past investment-adviser registrations through BPP Wealth Solutions, LLC, April 2024 to July 2026; The Pillar Strategies, March 2015 to April 2024; Prestige Wealth Management Group, LLC, February 2013 to April 2024; Aepg Wealth Strategies, March 2006 to January 2013, across 4 firms.
Is Alyssa McMahon registered with FINRA?
No. Alyssa McMahon has no current broker registration.
How can I verify Alyssa McMahon’s record?
Search CRD 5084873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alyssa McMahon’s full registration record.
