Michael Czajka
CRD Number: 1529137Current Firm: Malvern Capital Management
Compensation Model: Fee Only
Michael Czajka (CRD# 1529137) is an Investment Advisor Representative working at Malvern Capital Management in Malvern, PA and has over 34 years of experience in the finance industry.
Michael is a passionate entrepreneur and a 30-year veteran of the financial services industry specializing in institutional and wealth management business development including successful business expansion, distribution and executive management skills. In addition to co-founding Malvern Capital Management, Michael was a former CEO of an SEC registered investment adviser where he played a significant role over twelve years improving, building and growing the small adviser business into a half-billion dollar enterprise prior to his departure.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Malvern Capital Management, LLC | Malvern, PA | Jan 2018 - Current | 6 |
| Symons Capital Management, Inc. | Pittsburgh, PA | Apr 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
- NJ
- PA
- TX
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts216ACCOUNTS
-
Average Account Value$358,477
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
NJ, PA, TX
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