Michael Dennis Malone

Current Employers

Employment History

• 04/2004 → 09/2016
  Swarthmore Investment Management, Inc.
  Swarthmore, PA
• 07/2015 → 11/2020
  Mercap Advisors, Inc.
  Paoli, PA
• 04/2014 → 12/2023
  Kendal/Crosslands
  Kennett Square, PA
• 10/2014 → 10/2020
  Pendle Hill
  Wallingford, PA
• 09/2016 → Present
  Michael Malone Investment Advisory
  Paoli, PA
• 11/2020 → 12/2023
  Almanack Investment Partners, Llc
  Wayne, PA
• 12/2023 → Present
  Ethos Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2020-11-05 → 2023-12-07
  Almanack Investment Partners
  Wayne, PA
• 2015-07-06 → 2020-11-05
  Mercap Advisors, Inc.
  Paoli, PA
• 2011-12-23 → 2016-01-05
  Merion Wealth Partners, Llc
  Paoli, PA
  Paoli, PA
  Swarthmore, PA
• 2011-11-14 → 2011-12-22
  Lpl Financial Llc
  Swarthmore, PA
• 2000-07-20 → 2004-04-23
  Wells Fargo Clearing Services, Llc
  Conshohocken, PA

Other Businesses

1.NAME OF BUSINESS:MICHAEL MALONE INVESTMENT ADVISORY, 656 E. SWEDESFORD RD, SUITE 301, WAYNE, PA 19087 484-580-2277. NO SEPARATE EMAIL. THIS BUSINESS IS A DBA. NATURE OF BUSINESS:INVESTMENT ADVICE. IS THIS BUSINESS INVESTMENT RELATED:YES. TITLE:PRINCIPAL. DUTIES:OFFER INVESTMENT ADVICE FOR A FEE. APPROX. # OF HOURS PER MONTH DEVOTED TO THIS ACTIVITY:140. # OF HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS:8. FINANCIAL INTEREST IN THIS BUSINESS:YES. HOW COMPENSATED:FEES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-12
• S63 Uniform Securities Agent State Law Examination
  1980-05-01

Other Names

• Michael D Malone