Joshua Malnik (CRD# 6645401) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2022 - Current | 2 |
| Malnik Wealth Management, LLC | Clarksville, MD | Sep 2021 - Current | 2 |
| Td Ameritrade | Clarksville, TX | Nov 2018 - Sep 2021 | 2 |
| The Retirement Group LLC | Sand Diego, CA | Mar 2016 - Oct 2018 | 2 |
| Unemployed | Columbia, MD | Nov 2015 - Mar 2016 | < 1 |
| Columbia Association | Columbia, MD | Oct 2014 - Nov 2015 | 1 |
| Congressional Country Club | Bethesda, MD | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- MD
- TX
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts156ACCOUNTS
-
Average Account Value$316,683
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MD, TX
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.