Gary Malkasian
Gary Malkasian is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, with 18 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2233 Watt Ave Ste 290, Sacramento, CA, 95825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an owner of Malkasian Accountancy, LLP (a CPA firm) and Malkasian Wealth Management. He also owns Gary K. Malkasian Insurance and Financial Services, sells fixed insurance products including life, health, annuities, and long-term care, and is treasurer for Gypsy Magic Equine Outreach and Del Paso Country Club.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
State Registrations10 states
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