HM
Henry A. Malkasian
CROSSBOW CAPITAL MANGEMENT
WELLESLEY, MA
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CRD#: 4875646
HM
Professional summary
Henry A. Malkasian MR. is a registered financial advisor currently at CROSSBOW CAPITAL MANGEMENT located in Wellesley, Massachusetts.
Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Henry has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Henry A. Malkasian MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 21, 2005 - Present
CROSSBOW CAPITAL MANGEMENT
RIA
CRD#: 133200
WELLESLEY, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(3/21/2005)
Exams
Current Firm
CC
CROSSBOW CAPITAL MANGEMENT
CROSSBOW CAPITAL MANGEMENT | HENRY A. MALKASIAN, JR
CRD#: 133200 / SEC#:
Massachusetts
Registered Investment Advisory firm - (10/30/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wellesley Hills, MA
Mailing Address
Phone number
(781) 235-6520
Established
Firm type
Fiscal year end
# of Employees
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 21,600,000 |
Red Flags
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