Anthony Mahfood has been Managing Principal of Wealth Intelligently Navigated since July 2026, is a control person of the firm and directly owns between 50% and 75% of it. Anthony Mahfood holds an Undergraduate degree from John Carroll University and an MBA from the University of Tennessee.
Wealth Intelligently Navigated, LLC is a Greer, SC firm with $533M under management, 408 clients and 7 advisers across 2 offices, as of its September 2026 filing.
Anthony Mahfood is Co-Founder and Principal of WIN Wealth Advisors. He has more than 25 years of experience advising clients on investment strategy, liquidity planning, business succession, estate structuring and risk management. He began his career with Capital Planners, later served as a Wealth Advisor at BB&T Wealth Management, and co-founded Parallel Financial, LLC before co-founding WIN.
Anthony Mahfood’s longest registration was 9 years at The Fiduciary Alliance (2016–2026). Before joining Wealth Intelligently Navigated in 2026, Anthony Mahfood was registered through The Fiduciary Alliance and Lakeview Capital Partners, LLC.
- – present · under a yearGreer, SC · Adviser representative · Firm CRD 340998
- The Fiduciary Alliance– · 9 yearsGreenville, SC · Adviser representative · Firm CRD 284924
- Lakeview Capital Partners, LLC– · 3 yearsGreenville, SC · Adviser representative · Firm CRD 165931
- BB&T Investment Services, Inc.– · 8 yearsGreenville, SC · Adviser representative · Firm CRD 33856
Investment adviser representative registrations
Anthony Mahfood is registered as an investment adviser representative in South Carolina, since July 2026.
- South CarolinaSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 June 2004 |
| Series 7 | General Securities Representative Examination | 26 April 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 September 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 December 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Anthony Richard Mahfood
- CRD
- 2959577
- Firm
- Wealth Intelligently Navigated · CRD 340998
- Role
- Managing Principal
- Office
- 26 PARKWAY COMMONS WAY, Greer, SC 29650
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winwealthadvisors.com
Where does Anthony Mahfood work?
Anthony Mahfood has been Managing Principal of Wealth Intelligently Navigated, LLC since July 2026, and is a control person of the firm.
Is Anthony Mahfood a financial advisor?
Yes. Anthony Mahfood has a current investment-adviser registration in South Carolina, through Wealth Intelligently Navigated since July 2026.
How many years of experience does Anthony Mahfood have?
Anthony Mahfood has 22 years in the financial industry, since August 2004, across 4 adviser firms.
What exams has Anthony Mahfood passed?
Anthony Mahfood has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1998.
Where did Anthony Mahfood work before Wealth Intelligently Navigated?
Before Wealth Intelligently Navigated, Anthony Mahfood was registered through The Fiduciary Alliance, September 2016 to July 2026; Lakeview Capital Partners, LLC, May 2013 to October 2016; BB&T Investment Services, Inc., June 2004 to March 2013.
Where is Anthony Mahfood based?
Anthony Mahfood’s registered office is in Greer, SC.
Is Anthony Mahfood registered with FINRA?
No. Anthony Mahfood has no current broker registration.
How can I verify Anthony Mahfood’s record?
Search CRD 2959577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Mahfood’s full registration record.