linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Brooks Malone

Prosperity - AN Eisneramper Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Brooks Malone

Robert Brooks Malone, III is a financial advisor with over 20 years of experience in the industry. Robert has a strong background in both investment and financial planning services. Robert is currently affiliated with Prosperity - An Eisneramper Company, where Robert has been registered since August 2024. Prior to this, Robert worked for AVANTAX INVESTMENT SERVICES, INC. and 1ST GLOBAL CAPITAL CORP. Robert holds Series 7 and 66 registrations, as well as the Series SIE exam. Robert provides a variety of services to clients, including financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Robert Malone is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Malone’s Registration & Firm History

MD

08/07/2024 - Present

Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)

NC

10/25/2019 - 08/19/2024

AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)

NC

01/17/2002 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (RALEIGH NC)

Not sure if Robert Brooks Malone is right for you?

Licenses & Designations

BOTH

Issued 01/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Brooks Malone.
Not sure if Robert Brooks Malone is right for you?