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RM

Ryan Malec

UNIFIED INVESTMENT MANAGEMENT
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 5705234
RM

Professional summary

Ryan Malec, who also goes by Ryan Powell Malec, is a registered financial advisor currently at UNIFIED INVESTMENT MANAGEMENT located in Atlanta, Georgia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Powell Malec

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.
Ryan Malec is a registered representative with Arkadios Capital.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Malec's CRS (Customer Relationship Summary).
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®
None

Experience

Current

April 27, 2023 - Present

UNIFIED INVESTMENT MANAGEMENT

Office #1: One Glenlake Parkway Suite 650, Atlanta, GA 30328
RIA
CRD#: 326056
Atlanta, GA
Past

January 13, 2022 - March 16, 2023

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Atlanta, GA
Past

December 4, 2017 - December 16, 2022

ACG WEALTH INC.

RIA
CRD#: 150419
ATLANTA, GA
Past

December 4, 2017 - November 18, 2021

ARKADIOS CAPITAL

BD
CRD#: 282710
Atlanta, GA
Past

August 30, 2010 - December 5, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DUNWOODY, GA
Past

August 6, 2010 - December 1, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DUNWOODY, GA
Past

October 22, 2009 - July 21, 2010

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

September 30, 2009 - July 21, 2010

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA

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".
UI
UNIFIED INVESTMENT MANAGEMENT
UNIFIED INVESTMENT MANAGEMENT | UNIFIED INVESTMENT MANAGEMENT, LLC | UNIFIED INVESTMENT MANAGEMENT LLC

CRD#: 326056 / SEC#: 801-127765

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)

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
Georgia
(5/1/2023)
IAR
Texas
(4/27/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/29/2009
General Securities Representative Examination

Current Firm

UI
UNIFIED INVESTMENT MANAGEMENT
UNIFIED INVESTMENT MANAGEMENT | UNIFIED INVESTMENT MANAGEMENT, LLC | UNIFIED INVESTMENT MANAGEMENT LLC

CRD#: 326056 / SEC#: 801-127765

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)
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Contact information

Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(404) 920-4768
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- UNIFIED INVESTMENT MANAGEMENT (2/10/2025)

Regulatory assets under management

Total Number of Accounts255
AUM (Assets Under Management)$ 136,230,720

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

UNIFIED INVESTMENT MANAGEMENT

CRD#: 326056Atlanta, GA 30328

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