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Gerald Leon Malinow

Fidelity Personal AND Workplace Advisors

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About Gerald Leon Malinow

Gerald Malinow is an investment advisor representative at Fidelity Personal and Workplace Advisors. Gerald has been in the industry since 1992 and has a broad range of experience, having worked with several firms including First Equity Capital Securities, Inc., Prudential Securities Incorporated, Smith Barney Inc., Lehman Brothers Inc., and Smith Barney, Harris Upham & Co., Incorporated. Gerald is registered with FINRA and holds Series 3, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Fidelity Personal and Workplace Advisors has a total of $818 billion under management and provides a variety of financial planning, portfolio management and educational services to individuals, businesses, pension and profit-sharing plans and charitable organizations.

Firm Information

Gerald Malinow is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Gerald Malinow’s Registration & Firm History

NY

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)

NJ

01/17/2007 - 01/03/2012

FIRST EQUITY CAPITAL SECURITIES, INC. (SHORT HILLS NJ)

NJ

01/08/2004 - 02/17/2005

FIRST EQUITY CAPITAL SECURITIES, INC. (SHORT HILLS NJ)

NY

04/08/1997 - 01/28/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 04/18/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

02/16/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

08/07/1989 - 02/17/1993

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

10/22/1987 - 03/01/1989

GRUNTAL & CO. INCORPORATED

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Licenses & Designations

IA

Issued 03/24/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1998

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Gerald Leon Malinow. Review regulatory record here.
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