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Susan Walker Malloy

M CAPITAL GROUP LLC·CHERAW, South Carolina
Clean recordM CAPITAL GROUP LLC
901 CHESTERFIELD HIGHWAY, CHERAW, SC 29520CRD# 1659187Firm CRD# 155303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Walker Malloy · CHERAW, SC
Registration
CRD #1659187 · M CAPITAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1659187
Firm CRD# 155303
View on FINRA BrokerCheck →

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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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
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GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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