Robert Malek, financial advisor Crown Point IN

Robert Malek

CRD Number: 868721
Current Firm: Cambridge Investment Research Advisors, Inc.

Robert Malek (CRD# 868721) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crown Point, IN and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2013 - Current 10
Cambridge Investment Research, Inc. Fairfield, IA May 2012 - Current 11
Priority Retirement Solutions Princeton, IL Mar 2008 - Current 16
Robert Malek Princeton, IL Feb 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Robert J. Malek
Phone Number: 641-472-5100
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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, WY

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