Gregory Thomas Malin

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

• 06/2008 → Present
  Raymond James Financial Services
  Lemoyne, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Camp Hill, PA
• 06/2008 → Present
  Fulton Bank
  Camp Hill, PA

Previous Registrations

• 2007-01-04 → 2008-06-05
  Cetera Investment Services Llc
  Lemoyne, PA
  Lemoyne, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 3344 Trindle Rd, Camp Hill, PA, 17011, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/24/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Sales and Service (2)Name of Business: Rocky Dog, LLC Address: 140 Northgate Dr, Camp Hill, PA, 17011, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/18/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will be 50/50 owner with my wife in a condo in Snowmass Village, CO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1999-05-05