Malek M. Nabulsi

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CRD#: 4406958

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Malek M Nabulsi, who also goes by Alek M Nabulsi, was a registered financial professional .

Malek is a previously registered financial professional and started their career in finance in 2001. Malek had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Alek M Nabulsi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TWELVE TWO TRANSPORT, LLC, 396 ST MARYS LN NW MARIETTA GA 30064, LOGISTICS BUSINESS, MAJORITY OWNER/SALESPERSON, MARCH, 20th 2023 TO PRESENT, 20 HOURS/MONTH, 15 HOURS DURING SECURITIES TRADING HOURS, NON INVESTMENT ADVISORY MANAGEMENT/SALES POSITION.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 31, 2019 - December 31, 2023

BANYAN CAPITAL MANAGEMENT, INC.

RIA

CRD#: 108123

ATLANTA, GA

Past

June 12, 2014 - January 30, 2019

OSAIC FA, INC.

RIA

CRD#: 3978

ATLANTA, GA

Past

June 10, 2014 - January 30, 2019

OSAIC FA, INC.

CRD#: 3978

ATLANTA, GA

Past

April 2, 2012 - June 4, 2014

FIRST CITIZENS SECURITIES CORPORATION

CRD#: 140161

ATLANTA, GA

Past

January 24, 2011 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

BOSTON, MA

Past

November 10, 2006 - January 11, 2011

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

May 11, 2005 - November 7, 2006

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

May 14, 2003 - May 19, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

October 4, 2001 - December 19, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT INC | BANYAN CAPITAL MANAGEMENT, INC.

CRD#: 108123 / SEC#: 801-113220

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

Florida

Registered Investment Advisory firm - (6/15/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/3/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/23/2015

General Securities Principal Examination

Current Firm

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT INC | BANYAN CAPITAL MANAGEMENT, INC.

CRD#: 108123 / SEC#: 801-113220

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

Florida

Registered Investment Advisory firm - (6/15/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/26/2018 Terminated)

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Contact information

Main Address

2100 Riveredge Parkway Suite 1030, Atlanta, GA 30328

Mailing Address

Phone number

(770) 951-2129

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BANYAN CAPITAL MANAGEMENT, INC. ADV PART 2 (2/24/2025)

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 220,270,547

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Malek M. Nabulsi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

FIRST CITIZENS SECURITIES CORPORATION

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BANC OF AMERICA INVESTMENT SERVICES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

BANYAN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2012

Series 63

Date: 12/17/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/23/2012

Series 6

Date: 10/3/2001

Series 24

Date: 1/23/2015

Current Firm

BANYAN CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANYAN CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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