Philip Michael Maliniak
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
17 yearsExperience
3 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Malitracks, LLCJul 2020 to now
- Greenwich Partners, LLCMar 2019 to now
- Pxp, LLCApr 2018 to now
- United Planners' Financial Services of America A Limited PartnerJan 2016 to now
- United Planners Financial ServicesJan 2016 to now
- Rental Property - Thalia StationMar 2011 to now
- Thalia Station RentalMar 2011 to now
- Financial Solutions GroupMar 2010 to now
- Philip MaliniakMar 2007 to now
- Referral Real Estate AgentFeb 2023 to Dec 2024
- Caxton CourtSep 2013 to Sep 2022
- Rental Property - Caxton CourtSep 2013 to Sep 2022
- Virginia Financial PlanningJun 2011 to May 2020
- Custom Select InsuranceMar 2010 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CT, TX, VA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5268554
- Firm CRD
- 20804