Gregory Phillip Malec

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2010 → 10/2020
  Raymond James & Associates, Inc.
  Southfield, MI
• 02/2021 → 05/2022
  Managed Asset Portfolios, Llc
  Rochester, MI
• 10/2020 → 02/2021
  Unemployed
  Harrison Twp., MI
• 05/2022 → Present
  Raymond James & Associates, Inc.
  Birmingham, MI

Previous Registrations

• 2021-02-18 → 2022-05-26
  Managed Asset Portfolios, Llc
  Rochester, MI
• 2010-09-17 → 2020-10-09
  Raymond James & Associates, Inc.
  Southfield, MI
  St. Petersburg, FL
• 2009-10-05 → 2009-11-05
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2006-04-27 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Detroit, MI
  Detroit, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-14
• S63 Uniform Securities Agent State Law Examination
  1988-02-18