Kris
Maleski

Commonwealth Financial Network

CRD#5897988
Investment Advisor
in Rockville, MD

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About this Advisor

Kris Maleski is an advisor in Rockville, Maryland. Currently an advisor with Commonwealth Financial Network, they have accrued 10 years of work experience as a financial advisor. Maleski maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Maleski is registered to act as a financial advisor in Maryland. Throughout their career, they have worked at Clearone Advantage, Finra, Guggenheim Investments, Strategic Wealth Management Group, Nylife Securities LLC, Strategic Financial Associates, Commonwealth Financial Network, Hub International/The Insurance Exchange and Eagle Strategies LLC. Commonwealth Financial Network is located in Rockville, Maryland, and has 1,090 additional locations across the nation. Overall, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9713 Key West Drive Suite 401
Rockville, MD 20850

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MD Average: $16,012,751,954
Total Number of Employees

3,400

MD Average: 118
Total Number of Accounts

436,517

MD Average: 4,567
Average Account Size

$255,295

MD Average: $3,506,186

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Investment Advisory Services

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

Kris Maleski Work History

Kris has 10 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Hub International/The Insurance Exchange

2017 - 2019 (2 years)

Nylife Securities LLC

2017 - 2019 (2 years)

Eagle Strategies LLC

2015 - 2019 (4 years)

Strategic Financial Associates

2013 - 2015 (2 years)

Strategic Wealth Management Group

2011 - 2013 (2 years)

Guggenheim Investments

2010 - 2010 (< 1 year)

Clearone Advantage

2010 - 2011 (1 year)

Finra

Disclosures

Kris Maleski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Matthew Geremia
Medfield, MA
Matthew Glova
Raleigh, NC
Vanessa Jilot
Sausalito, CA
Mark Mcevily
Dayton, OH
Robert Moore
Troy, MI
Keith Blakeman
Scottsdale, AZ
Stephan Hess
Harrisonburg, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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