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Matthew Justin Malgari

L2 ASSET MANAGEMENT, LLC·ROCHESTER, New York
Series 7, Series 63, Series 65, Series 86, Series 87Clean record12 years registeredL2 ASSET MANAGEMENT, LLC
510 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 2517985Firm CRD# 172688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Justin Malgari · ROCHESTER, NY
Registration
CRD #2517985 · L2 ASSET MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

KAILASH CAPITAL RESEARCH LLC
Nov 2019 – present
L2 ASSET MANAGEMENT, LLC
May 2016 – present
BAIRD KAILASH GROUP, LLC
Apr 2014 – Apr 2016
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Series 86
Series 87
Registration record
First registered · April 8, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
L2 ASSET MANAGEMENT, LLC
CRD 172688 · SEC 801-107084
AUM
$473M
Regulatory assets under management
Employees
6
20 client accounts
Services offered by L2 ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at L2 ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Matthew Justin Malgari offer?
Matthew Justin Malgari specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.
What are Matthew Justin Malgari's credentials?
Matthew Justin Malgari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Justin Malgari located?
Matthew Justin Malgari is based in ROCHESTER, New York, working with L2 ASSET MANAGEMENT, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Matthew Justin Malgari charge for services?
Matthew Justin Malgari's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L2 ASSET MANAGEMENT, LLC?
L2 ASSET MANAGEMENT, LLC has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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