John Malzone
John Malzone is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Delray Beach, FL, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Regulatory
December 1994Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
Jjm Financial Strategies INC
Hartford Equity Sales Company INC.Broker
Boenning & Scattergood, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Egan Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Stilson Tomita, ChFCBay Colony Advisors
- Andrew Tupler, CFPKintra Wealth, LLC
- Evaggelia Hatzimanolis, CFPCreative Planning
- Alan Bolotin, ChFC
- Michael Book, ChFCMML Investors Services, LLC
- Randall Woolley, CFP