linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William G Malachowski

Kingswood Capital Partners, LLC

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

About William G Malachowski

William Malachowski is a financial professional with over 12 years of experience in the industry. William is currently registered with Kingswood Capital Partners, LLC and Cape Securities Inc. William is licensed to provide securities related services in Colorado, Connecticut, Florida, Maryland, New Jersey and New York. William is also qualified to provide investment advice in Colorado, Connecticut, Florida, Maryland, New Jersey and New York. William has held previous positions with Benchmark Investments, LLC, Newbridge Securities Corporation, Legend Securities, Inc., PHD Capital and Garden State Securities, Inc. William is a graduate of and holds the Series 7, Series 63, Series 24, Series 65 and SIE licenses.

Firm Information

William Malachowski is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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.

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.

William Malachowski’s Registration & Firm History

NY

05/19/2023 - Present

Kingswood Capital Partners, LLC (New York NY)

NY

02/20/2019 - 05/19/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

NY

11/30/2016 - 02/21/2019

NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)

NJ

09/27/2012 - 12/08/2016

LEGEND SECURITIES, INC. (Sparta NJ)

NJ

09/07/2011 - 10/08/2012

PHD CAPITAL (RAMSEY NJ)

NJ

02/18/2011 - 09/08/2011

GARDEN STATE SECURITIES, INC. (SADDLE BROOK NJ)

Not sure if William G Malachowski is right for you?

Licenses & Designations

IA

Issued 12/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William G Malachowski.
Not sure if William G Malachowski is right for you?