Michael
Malloy

Atlanta Consulting Group Advisors, LLC

CRD#1698047
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Malloy is a chartered financial analyst working out of Atlanta, Georgia, who has 31 years of experience as a financial advisor. Malloy is currently employed by Atlanta Consulting Group Advisors, LLC. Over the course of their career, they have held roles at Chalice Capital Partners, LLC, Morgan Keegan & Company, Inc, Raymond James & Associates, Inc, Niagara International Capital Limited and Atlanta Consulting Group Advisors, LLC. Malloy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Atlanta Consulting Group Advisors, LLC is a company headquartered in Atlanta, Georgia. It administers $12 billion in total assets across its 462 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 42 charitable organizations. Of its 462 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Atlanta Consulting Group Advisors, LLC offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by Atlanta Consulting Group Advisors, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

31 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

309 East Paces Ferry Suite 600
Atlanta, GA 30305

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Atlanta Consulting Group Advisors, LLC Brokerage Details

Total Assets Under Management

$11,122,852,010

GA Average: $3,570,121,308
Total Number of Employees

20

GA Average: 58
Total Number of Accounts

389

GA Average: 1,608
Average Account Size

$28,593,450

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Malloy Work History

Michael has 31 years of experience.

2018 - Present (1 years)

Chalice Capital Partners, LLC

2018 - Present (1 years)

Niagara International Capital Limited

2018 - Present (1 years)

Atlanta Consulting Group Advisors, LLC

2013 - 2017 (4 years)

Raymond James & Associates, Inc

1987 - 2013 (26 years)

Morgan Keegan & Company, Inc

Disclosures

Michael Malloy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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