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Edmund Vincent Malone

DAGCO, INC.·WESTLAKE, Ohio
SIE, Series 65Clean record3 years registeredDAGCO, INC.
27366 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 7650779Firm CRD# 106950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edmund Vincent Malone · WESTLAKE, OH
Registration
CRD #7650779 · DAGCO, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

CORNERSTONE WEALTH MANAGEMENT
Oct 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · October 26, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAGCO, INC.
CRD 106950 · SEC 801-51066
AUM
$421M
Regulatory assets under management
Employees
8
920 client accounts
Services offered by DAGCO, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAGCO, INC. →
Introduction

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05

Frequently Asked Questions

What services does Edmund Vincent Malone offer?
Edmund Vincent Malone specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Edmund Vincent Malone's credentials?
Edmund Vincent Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmund Vincent Malone located?
Edmund Vincent Malone is based in WESTLAKE, Ohio, working with DAGCO, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Edmund Vincent Malone charge for services?
Edmund Vincent Malone'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 DAGCO, INC.?
DAGCO, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAGCO, INC.

Nick Dionisos
WESTLAKE, OH
David Alan Gomersall
WESTLAKE, OH
Michael Wayne Kelley
WESTLAKE, OH
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