Ryan
Malec

Unified Investment Management

CRD#5705234
Investment Advisor
in Atlanta, GA

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About this Advisor

Ryan Malec is a financial advisor based in Atlanta, Georgia, working with Unified Investment Management. Ryan has previously held positions at Acg Wealth Inc, Mercer Global Advisors, Fidelity Investments, and Unified Investment Advisors, LLC. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Ryan is part of Unified Investment Management, which operates out of Atlanta, Georgia. The firm has 2 employees and manages assets totaling $110.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as other services. The fee structure at Unified Investment Management includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

One Glenlake Parkway Suite 650
Atlanta, GA 30328

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Unified Investment Management Brokerage Details

Total Assets Under Management

$110,177,752

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

2

GA Average: 58
Total Number of Accounts

202

GA Average: 1,608
Average Account Size

$545,434

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Ryan Malec Work History

2023 - Present (1 year)

Unified Investment Advisors, LLC

2021 - 2023 (2 years)

Mercer Global Advisors

2017 - 2021 (4 years)

Acg Wealth Inc

2010 - 2017 (7 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Ryan Malec to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Unified Investment Management

Ryan Malec
Atlanta, GA
David Weitz
Atlanta, GA

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