Manuel Malvaez, financial advisor Houston TX
93 score

Manuel Malvaez

CRD Number: 1974963
Current Firm: Camden Wealth Advisors LLC

Manuel Malvaez (CRD# 1974963) is an Investment Advisor Representative working at Camden Wealth Advisors LLC in Houston, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Camden Wealth Advisors Houston, TX Sep 2014 - Current 2
Accesum Global Services Mexico, Dec 2010 - Current 5
Accesum Consulting Services Houston, TX Feb 2009 - Current 7
Camden Wealth Advisors Houston, TX Feb 2011 - Aug 2014 3
Stanford Group Company Houston, TX Jan 1996 - Feb 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Manuel Malvaez
Phone Number: 713-341-5310
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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