Brendan Malone, financial advisor Chicago IL
93 score

Brendan Malone

CRD Number: 5411551
Current Firm: Bb&t Securities, LLC

Brendan Malone (CRD# 5411551) is an Investment Advisor Representative working at Bb&t Securities, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Securities Chicago, IL Nov 2014 - Current 2
B.c. Ziegler And Company Chicago, IL Aug 2014 - Nov 2014 < 1
B.c. Ziegler And Company Chicago, IL Mar 2014 - Aug 2014 < 1
B.c. Ziegler And Company Chicago, IL Mar 2013 - Feb 2014 < 1
B.c. Ziegler And Company Chicago, IL Mar 2012 - Feb 2013 < 1
B.c. Ziegler And Company Chicago, IL Jul 2007 - Feb 2012 4
St Ignatius College Prep Chicago, IL Sep 2003 - Jul 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Brendan J. Malone
Phone Number: 804-643-1811
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    11,707
    MILLIONS
  • Total Number of Accounts
    19,348
    ACCOUNTS
  • Average Account Value
    $605,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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