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RM

Robert M. Malaguti

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CRD#: 5154878
RM

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.

Robert Michael Malaguti was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

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

August 4, 2014 - December 31, 2018

MALAGUTI WEALTH MANAGEMENT, LLC

RIA
CRD#: 172027
YORK, PA
Past

September 6, 2012 - October 18, 2012

NESTWISE LLC

RIA
CRD#: 164466
PIKESVILLE, MD
Past

January 4, 2008 - February 25, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

August 13, 2007 - August 15, 2007

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
DENVER, CO
Past

July 23, 2007 - August 15, 2007

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
DENVER, CO
Past

June 21, 2006 - April 12, 2007

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
ENGLEWOOD, CO

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/2/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MW
MALAGUTI WEALTH MANAGEMENT, LLC
MALAGUTI WEALTH MANAGEMENT, LLC | MALAGUTI, ROBERT M

CRD#: 172027 / SEC#:

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Contact information


Main Address
York, PA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


MALAGUTI WEALTH MANAGEMENT, LLC

CRD#: 172027

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