Peter MaltinCRD Number: 4216725
Current Firm: Maltin Wealth Management, Inc.
Compensation Model: Fee Only
Peter Maltin (CRD# 4216725) is an Investment Advisor Representative and Principal at Maltin Wealth Management, Inc. in Paramus, NJ and has over 17 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Maltin Wealth Management, Inc.||Paramus, NJ||Sep 2012 - Current||9|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Sep 2012 - Nov 2013||1|
|Bank Of America, Na||New York, NY||Dec 2009 - Sep 2012||2|
|Merrill Lynch||New York, NY||Oct 1999 - Sep 2012||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
|S66||NASAA Uniform Combined State Law Examination||Sep 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management303MILLIONS
Total Number of Accounts974ACCOUNTS
Average Account Value$310,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, FL, NJ, NY, TX
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