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Mark Wade Choate

MALAGA COVE CAPITAL, LLC·PALOS VERDES ESTATES, California
Series 1, Series 7, Series 8, Series 63, Series 65Clean record33 years registeredMALAGA COVE CAPITAL, LLC
425 VIA CORTA, PALOS VERDES ESTATES, CA 90274CRD# 46027Firm CRD# 146959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Wade Choate · PALOS VERDES ESTATES, CA
Registration
CRD #46027 · MALAGA COVE CAPITAL, LLC · 33 years registered
Brand Profile
Not yet started
01

Career History

MALAGA COVE CAPITAL, LLC
Sep 2008 – present
CITIGROUP GLOBAL MARKETS INC.
Jul 1993 – Mar 2007
ROLLING HILLS, CA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · July 31, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MALAGA COVE CAPITAL, LLC
CRD 146959 · SEC 801-69102
AUM
$276M
Regulatory assets under management
Employees
4
505 client accounts
Services offered by MALAGA COVE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MALAGA COVE CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mark Wade Choate offer?
Mark Wade Choate specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALOS VERDES ESTATES, California for a consultation.
What are Mark Wade Choate's credentials?
Mark Wade Choate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Wade Choate located?
Mark Wade Choate is based in PALOS VERDES ESTATES, California, working with MALAGA COVE CAPITAL, LLC. Their office serves clients in the PALOS VERDES ESTATES metropolitan area and surrounding communities.
How does Mark Wade Choate charge for services?
Mark Wade Choate's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALAGA COVE CAPITAL, LLC?
MALAGA COVE CAPITAL, LLC has approximately 4 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MALAGA COVE CAPITAL, LLC

Alfred Charles Walsh
PALOS VERDES ESTATES, CA

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