Leon Malnik (CRD# 2311383) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 31 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 | May 2021 - Current | 2 |
| Malnik Wealth Management, LLC | Clarksville, MD | Mar 2021 - Current | 3 |
| Fsc Securities Corporation | Clarksville, MD | Jan 2012 - May 2021 | 9 |
| The Retirement Group, LLC | San Diego, CA | Jan 2012 - May 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- 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
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