Nancy Leslie-Scanlon Malone

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/2008 → Present
  Raymond James Financial Services, Inc
  Hopkinton, MA
• 01/2015 → Present
  Wheelhouse Wealth Advisors
  Hopkinton, MA

Other Businesses

WHEELHOUSE WEALTH ADVISORS; WESTBOROUGH, MA; SUPPORT COMPANY/DBA (NON-OWNER; NON INVESTMENT RELATED; START 1/1/2015; 0 HOURS PER MONTH, O HOURS DURING TRADING; CLIENT SERVICE MANAGER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-14
• S63 Uniform Securities Agent State Law Examination
  2008-09-26

Other Names

• Nancy Leslie Malone