Georgia Ann Maloy
Investment adviser representative at Paul R. Ried Financial Group, LLC
21 yearsExperience
1 stateRegistered in
$1.3BFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Cetera Advisor NetworksJun 2023 to now
- Paul R. Ried Financial Group, LLCMar 2023 to now
- Gayla Maureen LLCJun 2005 to now
- Coldstream Wealth ManagementJan 2020 to Jan 2023
- Self-employed / Volunteer WorkFeb 2018 to Jan 2020
- Laird Norton Wealth ManagementDec 2011 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Paul R. Ried Financial Group, LLC
$1.3BAssets managed
1,060Clients
9Advisers
8 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
- 7236109
- Firm CRD
- 297284