ME
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Malcolm Eustis

8 Years of Experience
Manhattan Bch, CA
Broker

Malcolm Eustis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Manhattan Bch, CA, with 8 years of industry experience. Malcolm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1230 Rosecrans Ave, Ste 100, Manhattan Bch, CA, 90266

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2025 - Present · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2021 - January 2025 · 3 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
July 2021 - January 2025 · 3 yrs 6 mos
Tsa Management INC
January 2020 - October 2020 · 9 mos
Halliday Financial, LLCBroker
May 2019 - October 2020 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - January 2019 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - January 2019 · 2 yrs 9 mos
State Registrations2 states
CANY
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.
Malcolm Eustis - Financial Advisor | TrueAdvisor