Claim Profile
SM

Susan Walker Malloy

M CAPITAL GROUP LLC·CHERAW, South Carolina
Unclaimed Profile
901 CHESTERFIELD HIGHWAY, CHERAW, SC 29520CRD# 1659187Firm CRD# 155303
01

About

Susan Walker Malloy is a registered financial advisor based in CHERAW, South Carolina, affiliated with M CAPITAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
M CAPITAL GROUP LLC
M CAPITAL GROUP LLC
AUM
$39M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1659187
Firm CRD# 155303
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHERAW?

Browse all registered financial advisors in CHERAW, South Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Walker Malloy offer?
Susan Walker Malloy specializes in Investment Management, Fee-Only Advisory. Contact their office in CHERAW, South Carolina for a consultation.
What are Susan Walker Malloy's credentials?
Susan Walker Malloy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Walker Malloy located?
Susan Walker Malloy is based in CHERAW, South Carolina, working with M CAPITAL GROUP LLC. Their office serves clients in the CHERAW metropolitan area and surrounding communities.
How does Susan Walker Malloy charge for services?
Susan Walker Malloy'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 M CAPITAL GROUP LLC?
M CAPITAL GROUP LLC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty