Ryan Malloy (CRD# 7260765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Hempstead, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Levittown, NY | Oct 2022 - Current | 1 |
| Bank Of America/merrill Lynch, Pierce, Fenner & Smith Incorporat | Levittown, NY | Jul 2022 - Current | 1 |
| American University | Washington, DC | Aug 2018 - May 2022 | 3 |
| Pwc | Washington, DC | Jan 2022 - Mar 2022 | < 1 |
| Bank Of America | New York, NY | Jun 2021 - Aug 2021 | < 1 |
| Bank Of America | Garden City, NY | Jun 2020 - Aug 2020 | < 1 |
| Premium Merchant Funding | New York, NY | Jun 2019 - Jan 2020 | < 1 |
| Chaminade High School | Mineola, NY | Aug 2014 - May 2018 | 3 |
| Nassau County Department Of Assessment | Garden City, NY | Jun 2016 - Aug 2016 | < 1 |
| Saint Anne's School | Garden City, NY | Sep 2003 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NY
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.