Mandi Moynihan has been an investment adviser representative at Astoria Strategic Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners. Mandi Moynihan holds a Bachelor of Science in General Engineering from United States Military Academy (USMA) at West Point.
Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.
Mandi Moynihan is Chief Marketing Officer & Senior Advisor of Astoria Strategic Wealth. After serving in the Army, she spent several years in brand management and marketing. She worked with several advisory firms, including Astoria Strategic Wealth, and joined The USAA Educational Foundation to create financial literacy content for the military community. She works with clients at Astoria.
Mandi Moynihan’s longest registration was 5 years at Ameriprise Financial Services, Inc. (2010–2015). Before joining Astoria Strategic Wealth in 2025, Mandi Moynihan was registered through Ameriprise Financial Services, Inc.
- – present · 1 yearAustin, TX · Adviser representative · Firm CRD 113510
- Ameriprise Financial Services, Inc.– · 5 yearsAustin, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by Astoria Strategic Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mandi Moynihan is registered as an investment adviser representative in Texas, since October 2025.
- TexasSince 20 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 May 2010 |
| Series 7 | General Securities Representative Examination | 29 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mandi Jo Moynihan
- CRD
- 4925301
- Firm
- Astoria Strategic Wealth · CRD 113510
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- astoriastrategicwealth.com
Where does Mandi Moynihan work?
Mandi Moynihan is an investment adviser representative registered through Astoria Strategic Wealth, Inc. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mandi Moynihan a financial advisor?
Yes. Mandi Moynihan has a current investment-adviser registration in Texas, through Astoria Strategic Wealth since October 2025.
How many years of experience does Mandi Moynihan have?
Mandi Moynihan has 8 years in the financial industry, since December 2017, across 2 adviser firms.
What exams has Mandi Moynihan passed?
Mandi Moynihan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2009. FINRA credited Mandi Moynihan with the SIE, which began in October 2018.
Where did Mandi Moynihan work before Astoria Strategic Wealth?
Before Astoria Strategic Wealth, Mandi Moynihan was registered through Pauley Financial, July 2015 to April 2018; Ameriprise Financial Services, Inc., May 2010 to June 2015.
Where is Mandi Moynihan based?
Mandi Moynihan’s registered office is in Austin, TX.
Is Mandi Moynihan registered with FINRA?
No. Mandi Moynihan has no current broker registration.
Is Mandi Moynihan a CFP?
Astoria Strategic Wealth lists Mandi Moynihan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mandi Moynihan biography, astoriastrategicwealth.com
How can I verify Mandi Moynihan’s record?
Search CRD 4925301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mandi Moynihan’s full registration record.
