Bruce K Malmed

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1998 → Present
  Fas Realtors
  Plano, TX
• 02/2013 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2013 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2010-06-08 → 2013-02-12
  Morgan Stanley
  Plano, TX

Other Businesses

1. FAS REALTORS; 6809 WILD RIDGE COURT, PLANO, TX 75024; NON-ACTIVE AGENT - REAL ESTATE; NON-INVESTMENT RELATED; START DATE 1998; 0 HOURS. 2. VARIOUS OUTSIDE INSURANCE/BROKERAGE CONTRACTS

Exams

• S66 Uniform Combined State Law Examination
  2010-06-07

Other Names

• Bruce Malmed
• Bruce Kenneth Malmed