Gerald
Brown
Maltin Wealth Management, Inc
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About this Advisor
Gerald Brown is a certified financial planner based out of Ridgewood, New Jersey with 1 year of relevant experience. Brown is an employee of Maltin Wealth Management, Inc. Throughout their career, they have worked at Smgi, Pj, Usc/Coca Cola Bottling Company, Usc, Rt. 37 Water Sports, Ernst And Young Llp, Janney Montgomery Scott LLC and Maltin Wealth Management, Inc. Brown holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in New Jersey. Maltin Wealth Management, Inc is a registered investment firm with a branch in Ridgewood, New Jersey. It administers $302 million in assets across its 1,027 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,027 customer accounts, 69% belong to high-net-worth clients who have more than $1 million in assets available to invest. Maltin Wealth Management, Inc provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Maltin Wealth Management, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maltin Wealth Management, Inc Brokerage Details
$301,813,687
4
1,027
$293,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Gerald Brown Work History
Gerald has been registered as a financial advisor for 1 years.*
Maltin Wealth Management, Inc
Janney Montgomery Scott LLC
Smgi
Pj
Usc/Coca Cola Bottling Company
Ernst And Young Llp
Usc
Rt. 37 Water Sports
Usc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gerald Brown 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 Maltin Wealth Management, Inc
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
