Unclaimed Profile

Gaurav Mallik

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

Clean recordPALLAS CAPITAL ADVISORS, LLC

45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 7942228Firm CRD# 310327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gaurav Mallik · BRAINTREE, MA

Registration

CRD #7942228 · PALLAS CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gaurav Mallik is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with PALLAS CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PALLAS CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7942228

Firm CRD# 310327

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gaurav Mallik offer?

Gaurav Mallik specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Gaurav Mallik's credentials?

Gaurav Mallik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gaurav Mallik located?

Gaurav Mallik is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Gaurav Mallik charge for services?

Gaurav Mallik's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALLAS CAPITAL ADVISORS, LLC?

PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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