Gerald Malchak
Gerald Malchak is a registered investment advisor at Wells Fargo Advisors, based in Syracuse, NY, with 41 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
500 Plum St, Bridgewater Place, Syracuse, NY, 13204
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
April 2007Other Business Activities
Gerald holds power of attorney for his spouse, brother-in-law, two sisters-in-law, and two sons, managing their investments. These activities collectively require minimal time each month.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Albany CorporationBroker
State Registrations28 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
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