Ryan L Malloch
Investment adviser representative at M1 Capital Management LLC
21 yearsExperience
1 stateRegistered in
$450.4MFirm assets
15 yearsFirm in business
Are you Ryan L Malloch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Third Sigma Investment Advisors LLCOct 2024 to now
- M1 Capital Management LLCJan 2021 to now
- Malloch Capital ManagementJan 2007 to now
- Various Fixed Insurance CompaniesOct 2005 to now
- Malloch Properties LLCJan 2005 to now
- Cetera Investment Advisers LLCMar 2024 to Aug 2024
- Cetera Advisors LLCJan 2013 to Aug 2024
- Innovative Investment ServicesJan 2003 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (MI).
M1 Capital Management LLC
Legal name: M1 Capital Management
$450.4MAssets managed
403Clients
6Advisers
15 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
- 4017541
- Firm CRD
- 158269