Griffin Malatino has been an investment adviser representative at Aegis Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners. Griffin Malatino holds an Engineering degree from the University of Florida.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Griffin Malatino is Financial Advisor of Engineered Plan, in association with Aegis Wealth Management. His engineering background gives him an analytical perspective on financial planning, which focuses on thinking critically and solving problems.
- – present · 4 yearsDenver, CO · Adviser representative · Firm CRD 301990
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Griffin Joseph Malatino
- CRD
- 7608888
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 7105 W 44th Ave., Denver, CO 80033
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- engineeredplan.com
Where does Griffin Malatino work?
Griffin Malatino is an investment adviser representative registered through Aegis Wealth Management, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Griffin Malatino a financial advisor?
Yes. Griffin Malatino has a current investment-adviser registration, through Aegis Wealth Management since August 2022.
How many years of experience does Griffin Malatino have?
Griffin Malatino has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Griffin Malatino passed?
Griffin Malatino passed the Series 65 in July 2022.
Where is Griffin Malatino based?
Griffin Malatino’s registered office is in Denver, CO.
Is Griffin Malatino registered with FINRA?
No. Griffin Malatino has no current broker registration.
How can I verify Griffin Malatino’s record?
Search CRD 7608888 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Griffin Malatino’s full registration record.
