Eric Maloy (CRD# 5282420) is an Investment Advisor Representative working at Gladstone Management Corporation in Dallas, TX and has over 17 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Management Corporation | Mclean, VA | Feb 2018 - Current | 6 |
| Gladstone Securities, LLC | Mclean, VA | Feb 2018 - Current | 6 |
| Unemployed | Dallas, TX | Oct 2017 - Feb 2018 | < 1 |
| Mufg Union Bank N.a. | Dallas, TX | Jun 2010 - Sep 2017 | 7 |
| Mufg Securities Americas Inc. | New York, NY | Apr 2017 - Jul 2017 | < 1 |
| Btmu Securities, Inc. | Dallas, TX | Jan 2016 - Mar 2017 | 1 |
| Mitsubishi Ufj Securities (usa) Inc. | San Francisco, CA | Jun 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management4,176MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$1,043,933,000
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Other
CA, FL, NY, OK, TX, VA, WA
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