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Gregory Malin

Raymond James Financial Services Advisors, INC
27 Years of Experience
Camp Hill, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gregory Malin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Camp Hill, PA, with 27 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3344 Trindle Rd, Camp Hill, PA, 17011

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2026
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory works as an associate at Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to investment sales and service. He is also a partner in Rocky Dog, LLC (rental real estate) and an agent at Specific Solutions selling life insurance, spending minimal time on each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2008 - Present · 18 yrs 4 mos
Previous Registrations
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
January 2007 - June 2008 · 1 yr 5 mos
Primevest Financial Services, INC.Broker
August 2004 - June 2008 · 3 yrs 10 mos
M&t Securities, INC.Broker
May 2003 - June 2004 · 1 yr 1 mo
Allfirst Brokerage CorporationBroker
April 1999 - May 2003 · 4 yrs 1 mo
State Registrations18 states
ARAZCACODCDEFLILINMDNCNJNYOKPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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