Matthew Charles Malick
Investment adviser representative at Atwater Malick
18 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$687.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Atwater Malick, LLCAug 2008 to now
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Atwater Malick
Legal name: Atwater Malick, LLC
$687.4MAssets managed
297Clients
3Advisers
10 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
- 4631713
- Firm CRD
- 147972