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Malini Shankar Menon

Ashton Stewart & CO., Inc.

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About Malini Shankar Menon

Malini Menon is a financial advisor registered with Ashton Stewart & Co., Inc. based in Miami, FL. Malini has been in the financial services industry since 2005, working at a number of firms including PNC Capital Markets, Inc., Key Capital Markets, Inc. and RBS Securities Inc.. She has earned the Series 7, SIE and Series 63 licenses.

Firm Information

Malini Menon is currently registered with Ashton Stewart & CO., Inc.. Ashton Stewart & CO., Inc. is a Corporation formed in September 1999 and registered with the SEC and in 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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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Malini Menon’s Registration & Firm History

FL

02/07/2024 - Present

Ashton Stewart & CO., Inc. (MIAMI FL)

FL

04/05/2022 - 10/03/2022

ASHTON STEWART & CO., INC. (MIAMI FL)

FL

09/20/2016 - 04/30/2020

ASHTON STEWART & CO., INC. (MIAMI FL)

NY

02/17/2016 - 07/20/2016

TORINO CAPITAL LLC (NEW YORK NY)

CT

11/07/2007 - 02/14/2012

RBS SECURITIES INC. (STAMFORD CT)

PA

06/13/2005 - 12/16/2005

PNC INVESTMENTS (PITTSBURGH PA)

PA

03/24/2005 - 12/16/2005

PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)

OH

11/09/1998 - 01/21/2004

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

06/16/1998 - 11/09/1998

KEY CAPITAL MARKETS, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 04/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Malini Shankar Menon.
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