Best Investors Account Sign in
Inactive

Julia L Malin

Cerity Partners LLC

Richmond, VA

Norfolk, VA

New York, NY

Claim This Profile
Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-19
  • VA RA
    APPROVED
    Since 2023-05-19

Branch Locations

7204 Glen Forest Drive Suite 308, Richmond, VA 23226 • United States

150 W. Main Street, Suite 1500, Norfolk, VA 23510 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Wells Fargo Virginia Beach VA 01/2015 09/2019
Palladium Llc Norfolk VA 09/2019 06/2022
Cerity Partners Llc New York NY 06/2022 12/2025
Cerity Partners Llc New York NY 01/2026 Present
  • 01/2015 → 09/2019
    Wells Fargo
    Virginia Beach, VA
  • 09/2019 → 06/2022
    Palladium Llc
    Norfolk, VA
  • 06/2022 → 12/2025
    Cerity Partners Llc
    New York, NY
  • 01/2026 → Present
    Cerity Partners Llc
    New York, NY
Designations

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor