Michael Frank Malloy
Investment adviser representative at Atlanta Consulting Group Advisors, LLC
5 yearsExperience
2 statesRegistered in
CFADesignation
$14.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Kingswood Capital Partners, LLCJun 2018 to now
- Atlanta Consulting Group Advisors, LLCJan 2018 to now
- Niagara International Capital LimitedJan 2018 to Jun 2018
- Raymond James & Associates, Inc.Feb 2013 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Atlanta Consulting Group Advisors, LLC
$14.7BAssets managed
364Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1698047
- Firm CRD
- 288169