William McMahon has been an investment adviser representative at Moralis Technologies since November 2025, and is not listed among the firm’s executive officers or direct owners.
Moralis Technologies, LLC is a Pittsburgh, PA firm with $103M under management, 67 clients and 7 advisers in one office, as of its August 2026 filing.
William McMahon’s longest registration is the current one, under a year at Mfa Wealth Advisors, LLC since 2025.
- Mfa Wealth Advisors, LLCAlso current– present · under a yearPittsburgh, PA · Adviser representative · Firm CRD 171984
- Moralis Technologies, LLCCurrent– present · under a yearPittsburgh, PA · Adviser representative · Firm CRD 316221
Investment adviser representative registrations
William McMahon is registered as an investment adviser representative in 2 states. The first approvals date from November 2025; the most recent is New York, in March 2026.
- New YorkSince 8 March 2026
- PennsylvaniaSince 10 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 2017 |
| Series 7 | General Securities Representative Examination | 17 May 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Moses McMahon
- CRD
- 6110998
- Firm
- Moralis Technologies · CRD 316221
- Office
- 650 WASHINGTON RD, SUITE 8000, Pittsburgh, PA 15228
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does William McMahon work?
William McMahon is an investment adviser representative registered through Moralis Technologies, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is William McMahon a financial advisor?
Yes. William McMahon has a current investment-adviser registration in New York and Pennsylvania, through Moralis Technologies since November 2025.
How many years of experience does William McMahon have?
William McMahon has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has William McMahon passed?
William McMahon has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2017. FINRA credited William McMahon with the SIE, which began in October 2018.
Where is William McMahon based?
William McMahon’s registered office is in Pittsburgh, PA.
Is William McMahon registered with FINRA?
No. William McMahon has no current broker registration.
How can I verify William McMahon’s record?
Search CRD 6110998 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William McMahon’s full registration record.
- Christopher McMahonPresident, Chief Executive Officer
- David ReichertChief Compliance Officer
- Megan PetruskaChief Operations Officer