John Maloney (CRD# 1006869) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 42 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M&r Capital Management, Inc. | Summit, NJ | May 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1981 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1994 |
- FL
- NJ
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Total Assets Under Management522MILLIONS
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Total Number of Accounts513ACCOUNTS
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Average Account Value$1,018,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, UT, VA
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