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Christopher Mallon

Pennsylvania Capital Management Inc.

Huntingdon Valley, PA

Malvern, PA

CRD 6702234

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Employer firm

Pennsylvania Capital Management Inc. CRD 107648

$849M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Pennsylvania Capital Management Inc.

1841 Huntingdon Pike, Huntingdon Valley, PA 19006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-21
PA RA APPROVED 2018-05-25
  • TX RA
    APPROVED
    Since 2024-11-21
  • PA RA
    APPROVED
    Since 2018-05-25

Branch Locations

1841 Huntingdon Pike, Huntingdon Valley, PA 19006 • United States

Malvern, PA • 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
Hobbs Group Advisors, Llc Columbia SC 05/2016 05/2018
Pennsylvania Capital Management Huntingdon Valley PA 05/2018 Present
  • 05/2016 → 05/2018
    Hobbs Group Advisors, Llc
    Columbia, SC
  • 05/2018 → Present
    Pennsylvania Capital Management
    Huntingdon Valley, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-25
  • S65 Uniform Investment Adviser Law Examination
    2017-05-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WEALTHCARE ADVISORY PARTNERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC

Nearby Investors

STEPHEN THOMAS PALMER
DONNA M ZANETTI
IRVIN G SCHORSCH

Nearby Offices

WEALTHCARE ADVISORY PARTNERS LLC · HUNTINGDON VALLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntingdon Valley, PA
LPL FINANCIAL LLC · HUNTINGDON VALLEY, PA

More in Huntingdon Valley, PA

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