Ryan Malec
Investment adviser representative at Unified Investment Management
16 yearsExperience
2 statesRegistered in
$150.6MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Unified Investment ManagementApr 2023 to now
- Unified Investment Advisors, LLCMar 2023 to now
- Mercer Global AdvisorsNov 2021 to Mar 2023
- Acg Wealth IncDec 2017 to Oct 2021
- Fidelity InvestmentsOct 2010 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Unified Investment Management
Legal name: Unified Investment Management, LLC
$150.6MAssets managed
89Clients
2Advisers
3 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
- 5705234
- Firm CRD
- 326056