MM
Malcolm J. Maclaren
GLOBAL VALUE INVESTMENT
Huntington, WV
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CRD#: 6345780
MM
Professional summary
Malcolm John Maclaren is a registered financial advisor currently at GLOBAL VALUE INVESTMENT CORPORATION located in Huntington, West Virginia.
Malcolm is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Malcolm has worked at 1 firm and has passed the Series 65 exam.
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.
Machair, LLC Not Investment Related 2015 Wiltshire Blvd, Huntington, WV Commercial Real Estate Co-Member 10/22/2025 2 hours/month 0 hours during trading hours Administrative
CRS (Client Relationship Summary) - RIA
Click below to view Malcolm John Maclaren'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
December 21, 2022 - Present
GLOBAL VALUE INVESTMENT CORPORATION
RIA
CRD#: 144260
Huntington, WV
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".
GV
GLOBAL VALUE INVESTMENT CORPORATION
GLOBAL VALUE INVESTMENT CORP | MILWAUKEE PRIVATE WEALTH MANAGEMENT, INC | MILWAUKEE PRIVATE WEALTH MANAGEMENT | MILWAUKEE INSTITUTIONAL ASSET MANAGEMENT | GLOBAL VALUE RESEARCH COMPANY | GLOBAL VALUE INVESTMENT CORPORATION | GLOBAL VALUE INVESTMENT CORP.
CRD#: 144260 / SEC#: 801-121076
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)California
Registered Investment Advisory firm - (6/12/2021 Terminated)Florida
Registered Investment Advisory firm - (5/13/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (5/13/2021 Terminated)New York
Registered Investment Advisory firm - (5/13/2021 Terminated)Texas
Registered Investment Advisory firm - (5/13/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (5/13/2021 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.Highlighted states indicate IAR registrations
IAR
California(1/1/2023)
IAR
Texas(1/1/2023)
IAR
Wisconsin(1/1/2023)
Current Firm
GV
GLOBAL VALUE INVESTMENT CORPORATION
GLOBAL VALUE INVESTMENT CORP | MILWAUKEE PRIVATE WEALTH MANAGEMENT, INC | MILWAUKEE PRIVATE WEALTH MANAGEMENT | MILWAUKEE INSTITUTIONAL ASSET MANAGEMENT | GLOBAL VALUE RESEARCH COMPANY | GLOBAL VALUE INVESTMENT CORPORATION | GLOBAL VALUE INVESTMENT CORP.
CRD#: 144260 / SEC#: 801-121076
RIA
Registered Investment Advisory firm - (4/30/2021 Approved)California
Registered Investment Advisory firm - (6/12/2021 Terminated)Florida
Registered Investment Advisory firm - (5/13/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/13/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (5/13/2021 Terminated)New York
Registered Investment Advisory firm - (5/13/2021 Terminated)Texas
Registered Investment Advisory firm - (5/13/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (5/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1433 N Water Street Suite 400, Milwaukee, WI 53202
Mailing Address
Phone number
(262) 478-0640
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 515 |
| AUM (Assets Under Management) | $ 194,279,852 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 11/01/2023 | ||
| 12/29/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
