Matthew Ames Malaney

Employer firm

Broadlake Financial Management CRD 105057

$410M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Eley Financial Management, Inc.
  S. Burlington, VT

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-01-14
• S63 Uniform Securities Agent State Law Examination
  1990-10-19

Designations

• Chartered Financial Analyst

Other Names

• Matthew Malaney