BM
CFP
BM
CFP

Brian William Mallette

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3838 Tamiami Trail N, Suite 100, Naples, FL, 34103

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is an associate at Park Shore Partners LLC, a hedge fund, dedicating about a quarter of his time. He also works as a financial advisor and investment advisor representative at HBKS Wealth Advisors, spending nearly all his time there, and owns several rental properties through HBK-related LLCs, but these are passive investments.

Employment History
Current Registrations
Hbks Wealth Advisors
November 2008 - Present · 17 yrs 3 mos
Park Shore Partners LLC
November 2008 - Present · 17 yrs 3 mos
State Registrations3 states
FLNENH
Advisor
Exams
No exam information available for this advisor.