Unclaimed Profile

Matthew Ames Malaney

ELEY FINANCIAL MANAGEMENT, INC.·SOUTH BURLINGTON, Vermont

Series 3, Series 7, Series 63, Series 65Clean record19 years registeredELEY FINANCIAL MANAGEMENT, INC.

99 SWIFT STREET, SOUTH BURLINGTON, VT 05403-7360CRD# 2088303Firm CRD# 105057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Ames Malaney · SOUTH BURLINGTON, VT

Registration

CRD #2088303 · ELEY FINANCIAL MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

BROADLAKE FINANCIAL MANAGEMENT

Jun 2007 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEY FINANCIAL MANAGEMENT, INC.

CRD 105057 · SEC 801-34761

AUM

$323M

Regulatory assets under management

Employees

1,178 client accounts

Services offered by ELEY FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEY FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Ames Malaney offer?

Matthew Ames Malaney specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.

What are Matthew Ames Malaney's credentials?

Matthew Ames Malaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Ames Malaney located?

Matthew Ames Malaney is based in SOUTH BURLINGTON, Vermont, working with ELEY FINANCIAL MANAGEMENT, INC.. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.

How does Matthew Ames Malaney charge for services?

Matthew Ames Malaney'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 ELEY FINANCIAL MANAGEMENT, INC.?

ELEY FINANCIAL MANAGEMENT, INC. has approximately 4 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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