MM
Michelle A. Malacinski
VANDERBILT ADVISORY SERVICES
New Port Richey, FL 34655
Some features on this profile are disabled
CRD#: 5306077
MM
Professional summary
Michelle Argero Malacinski, who also goes by Michelle A Malacinski, Michelle Algero Pallos, is a registered financial advisor currently at VANDERBILT ADVISORY SERVICES located in New Port Richey, Florida and VANDERBILT SECURITIES, LLC located in New Port Richey, Florida.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michelle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle A Malacinski | Michelle Algero Pallos
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) MMS Asset Management- Investment related - 3030 Starkey Blvd. #216, New Port Richey, FL 34655; DBA -Owner; 09/2012; also sell fixed and fixed index products through DBA; time spent during regular business hours- 100%. 2) Connections Job Development Program - non-profit organization; 5841 Main St., New Port Richey, FL 34652; Board Member; attend monthly meetings and help with planning orientation for new job seekers; time spent during regular business hours is 0. 3) ONE COMMUNITY NOW, INC. IS A 501C3 FAITH BASED COMMUNITY ORGANIZATION WITH THE GOAL OF BRINGING THE LOCAL CHURCHES, BUSINESSES AND ORGANIZATIONS TOGETHER TO HELP MEET THE UN-MET AND UNDER-MET NEEDS WITHIN PASCO COMMUNITY. POSITION: board member; 10/2018; NATURE: Non-Profit and Charitable Organization; Not Investment Related; time spent during business hours - 0. ADDRESS: 1540 Little Road, Trinity FL 34655, United States DESCRIPTION: help organize various fundraisers throughout the county. 4) Friends of Eastlake Community Library, Inc. Start date: 01/17/2020 - 4125 East Lake Rd., Palm Harbor, FL; Board member for non-profit; we host readings for children, yoga for seniors, community involvement classes; help coordinate and plan events; non-investment related; time spent during regular business hours is 0. 5) Magellan Financial - Field Marketing Organization, Topeka, Kansas; Sale of Life and Fixed Annuities; Commission; time spent during regular business hours is 5%. 6) Diva Angels - Pinellas Park, FL; Volunteer - Assistant Director; support local charities by fundraising events for non-profit groups and low income families; assist at events; no signing ability; time spent during regular business hours is 0. 7) One Community Now. Not Investment Related. Start Date: 01/01/2020. Address: 5841 Main Street, New Port Richey FL. 34652 Title: Secretary. Duties: Meeting monthly to review community programs , taking notes. Time spent during regular hours: 0%. 8) Karen R Titus Rev Liv Trust. Not Investment Related. Start Date: 03/29/2023. Address: 710 George ST Tarpon Springs FL, 3468. Title: successor trustee. Duties: Disburse Karen's assets upon her death. Time spent during regular hours: 0%. 9) Michelle Malacinski. Not Investment related. Start date: 07/01/2013. Address: 3030 Starkey Blvd Suite 216 New port Richey FL, 34655. Title: notary. Duties: Notary. Time spent during regular hours: 0%. 10) Advisors Excel. Not investment related. Start date: 09/01/2013. Address: 3030 Starkey Blvd Suite 216 New port Richey FL, 34655. Title; insurance sales. Duties: Fixed and Fixed indexed/health product sales. Time spent during regular hours: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Argero Malacinski'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
September 25, 2019 - Present
VANDERBILT ADVISORY SERVICES
Office #1: 3030 Starkey Blvd, Suite 216, New Port Richey, FL 34655RIA
CRD#: 116537
New Port Richey, FL
Current
September 25, 2019 - Present
VANDERBILT SECURITIES, LLC
Office #1: 3030 Starkey Blvd, Suite 216, New Port Richey, FL 34655BD
CRD#: 5953
New Port Richey, FL
Past
May 2, 2017 - September 13, 2019
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
New Port Richey, FL
Past
April 21, 2017 - September 13, 2019
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
New Port Richey, FL
Past
April 28, 2010 - April 18, 2017
TRUSTMONT ADVISORY GROUP, INC.
RIA
CRD#: 106015
NEW PORT RICHEY, FL
Past
March 15, 2010 - April 18, 2017
TRUSTMONT FINANCIAL GROUP, INC.
BD
CRD#: 18312
NEW PORT RICHEY, FL
Past
July 2, 2008 - March 12, 2010
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
TRINITY, FL
Past
March 7, 2008 - March 12, 2010
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
TRINITY, FL
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".
VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS
CRD#: 116537 / SEC#: 801-77166
RIA
Registered Investment Advisory firm - (10/23/2012 Approved)California
Registered Investment Advisory firm - (11/5/2012 Terminated)Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)New York
Registered Investment Advisory firm - (10/31/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(2/18/2020)
RR
Florida(1/2/2020)
IAR
Florida(1/2/2020)
RR
Kentucky(1/25/2024)
RR
Maryland(4/29/2025)
RR
Pennsylvania(9/27/2019)
RR
Virginia(1/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS
CRD#: 116537 / SEC#: 801-77166
RIA
Registered Investment Advisory firm - (10/23/2012 Approved)California
Registered Investment Advisory firm - (11/5/2012 Terminated)Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)New York
Registered Investment Advisory firm - (10/31/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
161
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,470 |
| AUM (Assets Under Management) | $ 2,111,673,883 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VANDERBILT ADVISORY SERVICES
CRD#: 116537New Port Richey, FL 34655TRUST BUT VERIFY
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