Gerald Zachary Brown
Investment adviser representative at Maltin Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$507.2MFirm 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 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
Experience
12 years in the industry.
- Maltin Wealth Management, Inc.Mar 2022 to now
- Janney Montgomery Scott LLCApr 2019 to Mar 2022
- Ernst and Young LLPSep 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Maltin Wealth Management, Inc.
$507.2MAssets managed
214Clients
4Advisers
14 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
- 6398094
- Firm CRD
- 164330