Julie Rose Malonzo
Investment adviser representative at Cassady Wealth & Retirement Planning L.L.C.
12 yearsExperience
2 statesRegistered in
$292.1MFirm assets
2 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 assetsHourly
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.
- Cassady Wealth & Retirement Planning L.L.C.Nov 2024 to now
- Gradient Securities LLCOct 2024 to now
- Julie R. Malonzo, Sole ProprietorMay 2023 to now
- LPL Financial LLCFeb 2024 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Feb 2024
- Full Time StudentJan 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Cassady Wealth & Retirement Planning L.L.C.
$292.1MAssets managed
455Clients
5Advisers
2 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
- 7240120
- Firm CRD
- 309710