Brendan Malone
Investment adviser representative at Greenrock Research, Inc.
12 yearsExperience
1 stateRegistered in
$863.9MFirm assets
17 yearsFirm in business
Are you Brendan Malone? 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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Greenrock Research, Inc.Jul 2022 to now
- Huntington Securities, IncNov 2020 to Jul 2022
- UnemployedAug 2020 to Oct 2020
- Bb&t SecuritiesNov 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Greenrock Research, Inc.
$863.9MAssets managed
25Clients
4Advisers
17 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
- 5411551
- Firm CRD
- 131825