James Malatos, financial advisor Atlanta GA
90 score

James Malatos

CRD Number: 5926225
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

James Malatos (CRD# 5926225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Jan 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Jun 2012 - Current 4
College Of Charleston Charleston, SC Aug 2010 - May 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston, SC May 2011 - Aug 2011 < 1
Morgan Creek Grill Isle Of Palms, SC Jun 2011 - Jul 2011 < 1
Miw Corp Fall River, MA May 2010 - Aug 2010 < 1
University Of Massachusetts Boston Boston, MA Jan 2009 - May 2010 1
Susi Auto Body Dorchester, MA Feb 2009 - Mar 2010 1
Saint Anslem College Manchester, NH Aug 2007 - Dec 2008 1
Granite Links Golf Club Quincy, MA May 2008 - Aug 2008 < 1
Miw Corp Fall River, MA May 2007 - Aug 2007 < 1
Milton High School Milton, MA Sep 2003 - Jun 2007 3
Dairy Freeze Quincy, MA Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for James G. Malatos
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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