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Paramus Financial Advisors
Merrill Lynch
W115 Century Road
Paramus, NJ 07652
Advisor Profile
Name:  Michael A. Malleo
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Business Description

As a Financial Advisor in Global Wealth Management, Michael is dedicated to providing individuals, families, and business owners with the finest individually tailored approach to financial and investment strategies possible. He distinguishes his practice from others through an unyielding commitment to exceptional guidance and service.

PROCESS

Understanding that no two clients are alike, Michael starts by discussing each client's goals, hopes and expectations. Equipped with this knowledge, he can help clients set targeted objectives that are flexible enough to adapt to their changing needs.

By utilizing a team of dedicated specialists, Michael is able to assist his clients in addressing areas such as:

• Planning for retirement and/or college funding
• Developing financial strategies
• Focusing on estate planning issues in conjunction with a client’s CPAs and attorneys
• Investments
• Credit and lending
• Cash management, financing, and succession planning for businesses

Having such a vast array of capabilities is important because it allows Michael to stand by the concept of Total Merrill. In doing so, he is able to focus on the issues that matter most to his clients.
 

General Information

Gender:    Male
CRD#:    4401468
Name of Broker/Dealer:    Merrill Lynch
States Licensed in:    NJ. NY, VA
States Willing to do Business in:    NJ
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    1
I work with the following types of clients:    Businesses, Individual Investors
 

Services

Investment Types:    Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Annuities, Insurance, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Special Needs Advisor
Securities Licenses:    Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Annuity, Health, Life
Non-Financial Organization Memberships:    LeTip of Little Falls, New Jersey Young Professionals (NJYP).
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
 
 
 
Prepared By: Michael A. Malleo