Duhan Malali
Duhan Malali is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windsor, NJ, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1386 Route 130 & Main St, Windsor, NJ, 08561
Get directionsHistory
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
Duhan owns a weekly rental property in Beach Haven, NJ, dedicating minimal time to it. Duhan is also an associate/employee at Fulton Bank and Fulton Financial Advisors, working as a financial advisor about half their time, and an agent at Specific Solutions selling life insurance a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations6 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.