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Matthew Charles Malick

Investment Adviser Representative at ATWATER MALICK

Lancaster, PACRD #4631713Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
PennsylvaniaTexas
Examinations passed
Series 11
Assistant Representative-Order Processing Qualification Exam
Passed 3/11/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1 - $1,000,0001.00%
$1,000,001 - $3,000,0000.75%
Above $3,000,0000.50%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Atwater Malick Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ATWATER MALICKCurrent
9/19/2008Lancaster, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ATWATER MALICK

2 other advisors in the directory

View ATWATER MALICK firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Charles Malick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Charles Malick - Financial Advisor in Lancaster, PA | AdvisorFinder