Mark Malek, financial advisor Eatontown NJ
93 score

Mark Malek

CRD Number: 1999171
Current Firm: Vellum Financial, LLC

Mark Malek (CRD# 1999171) is an Investment Advisor Representative working at Vellum Financial, LLC in Eatontown, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthsource Partners, LLC Eatontown, NJ Jan 2016 - Current < 1
Vellum Financial, LLC Eatontown, NJ Aug 2015 - Current 1
Capital Markets Iq, LLC Eatontown, NJ May 2014 - Aug 2015 1
Quantitative Insight Partners Limited Liability Company Eatontown, NJ Nov 2011 - May 2014 2
Praxis Insight Advisors LLC Eatontown, NJ Jan 2011 - Aug 2013 2
Unemployed Morganville, NJ Sep 2009 - Dec 2010 1
Lightspeed Audio Tinton Falls, NJ Jan 2006 - Aug 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Mark P. Malek
Phone Number: (805) 546-1000
Registered State(s):
  • AZ
  • CA
  • CO
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $190,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, CO, FL, MA, MI, NE, NH, NJ, NY, OR, TX, WA

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

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