Stuart Malakoff is a CFP-designated registered investment advisor, based in Bend, OR, with 23 years of industry experience.
Location
523 NW Colorado Ave, Ste 100, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stuart is the President of Bend Wealth Advisors, his advisory practice and Raymond James affiliation, taking nearly full-time hours. He also serves as Treasurer and Board Member for Friends of the Children Central Oregon, dedicates minimal time to iBend LLC (rental real estate), and spends a few hours per week managing Malakoff Motors LLC, which leases vehicles to his son's business.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 states
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