Malena M. Farach

ATLAS

Lehigh Acres, FL

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CRD#: 7127476

Professional summary

Malena M Farach, who also goes by Malena Madariaga Piedra, Malena Madariaga Valdes, Malena Madariaga, is a registered financial advisor currently at ATLAS located in Lehigh Acres, Florida.

Malena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Malena has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Malena Madariaga Piedra | Malena Madariaga Valdes | Malena Madariaga

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.

Real Estate Ownership; Single Family; 11539 SW 248th ter , , Homestead , FL, 33032; Not Investment-Related; 05/15/2025. Outside Employment; TPI; I'm affiliated it to a travel agency. I'm not consider an employee.; Travel Agent; 1502 Hibiscus Ave, , Lehigh Acres, FL, 33972; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Malena M Farach'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

September 8, 2026 - Present

ATLAS

RIA

CRD#: 324191

Lehigh Acres, FL

Past

August 23, 2024 - February 26, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Annapolis, MD

Past

August 23, 2024 - February 26, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Annapolis, MD

Past

October 1, 2019 - July 27, 2024

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PINECREST, FL

Past

August 1, 2019 - July 27, 2024

J.P. MORGAN SECURITIES LLC

CRD#: 79

PINECREST, 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".

ATLAS

ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA

Registered Investment Advisory firm - (9/28/2023 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

Florida
(9/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 9/26/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 8/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 7/2/2019

Securities Industry Essentials Examination

Current Firm

ATLAS

ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA

Registered Investment Advisory firm - (9/28/2023 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

Phone number

(805) 557-8713

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (6/23/2026)

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 153,858,461

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.

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Firm Stability Insights

Malena M. Farach

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Malena M Farach's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

ATLAS

State Registrations and Notice Filings

Exams

Series 66

Passed: 9/26/2019

Series 7TO

Passed: 8/1/2019

SIE

Passed: 7/2/2019

Current Firm

ATLAS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS

TRUST BUT VERIFY

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