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Matthew Charles Malick

ATWATER MALICK, LLC·LANCASTER, Pennsylvania
Series 11Clean record17 years registeredATWATER MALICK, LLC
201 GRANITE RUN DRIVE, LANCASTER, PA 17601CRD# 4631713Firm CRD# 147972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Charles Malick · LANCASTER, PA
Registration
CRD #4631713 · ATWATER MALICK, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ATWATER MALICK
Sep 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 11
Registration record
First registered · September 19, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATWATER MALICK, LLC
CRD 147972 · SEC 801-107806
AUM
$482M
Regulatory assets under management
Employees
5
877 client accounts
Services offered by ATWATER MALICK, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ATWATER MALICK, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Charles Malick offer?
Matthew Charles Malick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Matthew Charles Malick's credentials?
Matthew Charles Malick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Charles Malick located?
Matthew Charles Malick is based in LANCASTER, Pennsylvania, working with ATWATER MALICK, LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Matthew Charles Malick charge for services?
Matthew Charles Malick'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 ATWATER MALICK, LLC?
ATWATER MALICK, LLC has approximately 5 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Benjamin H. Atwater
LANCASTER, PA

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