Michael Malaney is a CFP-designated registered investment advisor, based in Depew, NY, with 8 years of industry experience.
Location
4990 Transit Rd, Depew, NY, 14043
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a CPA and provides tax preparation services through David R. Custom Wealth Strategies, LLC, dedicating minimal time. He also sells fixed insurance products, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
August 2021 - August 2025 · 4 yrs
Commonwealth Financial NetworkBroker
September 2018 - August 2025 · 6 yrs 11 mos
AXA Advisors, LLC
November 2017 - May 2018 · 6 mos
AXA Advisors, LLCBroker
September 2017 - May 2018 · 8 mos
State Registrations6 states
CAMINJNYPATX
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.