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Matthew Charles Malick

Atwater Malick

Lancaster, PA

CRD 4631713

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Employer firm

Atwater Malick CRD 147972

$687M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Atwater Malick

201 Granite Run Drive Suite 290, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-05-10
PA RA APPROVED 2008-09-19
  • TX RA
    APPROVED
    Since 2016-05-10
  • PA RA
    APPROVED
    Since 2008-09-19

Branch Locations

201 Granite Run Drive Suite 290, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atwater Malick, Llc Harrisburg PA 08/2008 Present
  • 08/2008 → Present
    Atwater Malick, Llc
    Harrisburg, PA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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