Andrew Malikowski (CRD# 6930248) is an Investment Advisor Representative working at Morgan Stanley in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Chicago, IL | Jul 2021 - Current | 3 |
| Unemployed | Chicago, IL | Dec 2020 - Jul 2021 | < 1 |
| Eagle Strategies LLC | Downers Grove, IL | Feb 2020 - Dec 2020 | < 1 |
| Nylife Securities LLC | Downers Grove, IL | Dec 2018 - Dec 2020 | 2 |
| Christopher Financial Group | Downers Grove, IL | Mar 2018 - Nov 2020 | 2 |
| Unemployed | Brookfield, IL | Dec 2017 - Mar 2018 | < 1 |
| University Of Iowa-henry B Tippie | Iowa City, IA | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- IL
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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