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Brendan Malone

Greenrock Research, Inc.

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About Brendan Malone

Brendan Malone is a registered investment advisor representative with Greenrock Research, Inc. in Chicago, Illinois. Brendan has over 10 years of experience in the financial services industry and holds the Series 7, Series 50 and Series 66 licenses. Brendan previously worked at Huntington Securities, Inc., BB&T Securities, LLC and B. C. Ziegler and Company. Brendan specializes in providing investment advice and research to other investment advisors, individuals and corporations.

Firm Information

Brendan Malone is currently registered with Greenrock Research, Inc.. Greenrock Research, Inc. is an investment advisor based in Chicago, IL. Founded in 2004, the firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including other investment advisors, individuals, and corporations. Greenrock Research specializes in providing investment advice and research through advisor consultations, as well as publishing periodicals. They also offer pension consulting and selection of other advisors.
Greenrock Research, Inc.

444 W. LAKE ST.

CHICAGO, IL 60606

$1.01B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provision of investment advice and research through advisor consultations

Provision of investment advice and research through advisor consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Malone’s Registration & Firm History

IL

01/20/2023 - Present

Greenrock Research, Inc. (CHICAGO IL)

IL

11/18/2020 - 07/18/2022

HUNTINGTON SECURITIES, INC. (CHICAGO IL)

IL

12/05/2014 - 08/03/2020

BB&T SECURITIES, LLC (CHICAGO IL)

IL

05/18/2010 - 11/20/2014

B. C. ZIEGLER AND COMPANY (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 05/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Malone.
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