Matthew Malaney has been Secretary, Portfolio Manager and Investment Committee Member of Eley Financial Management since May 2007, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Malaney studied at Dartmouth College.
Eley Financial Management, Inc. is a South Burlington, VT firm with $410M under management, 463 clients and 4 advisers in one office, as of its March 2026 filing.
Matthew A. Malaney is President and Co-Owner of Broadlake Financial. Before joining the firm in 2007, he was Senior Vice President at TD Banknorth Wealth Management Group in Burlington, VT, where he managed the Vermont and New York investment departments. He has been in the investment industry since 1990.
- – present · 19 yearsSouth Burlington, VT · Adviser representative · Firm CRD 105057
Professional designations
Listed by Eley Financial Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Matthew Malaney is registered as an investment adviser representative in Vermont, since June 2007.
- VermontSince 29 June 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 1993 |
| Series 3 | National Commodity Futures Examination | 29 August 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 October 1990 |
| Series 7 | General Securities Representative Examination | 27 September 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Ames Malaney
- CRD
- 2088303
- Firm
- Eley Financial Management · CRD 105057
- Role
- Secretary, Portfolio Manager and Investment Committee Member
- Office
- 99 SWIFT STREET, SUITE 305, South Burlington, VT 05403-7360
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- broadlakefinancial.com
Where does Matthew Malaney work?
Matthew Malaney has been Secretary, Portfolio Manager and Investment Committee Member of Eley Financial Management, Inc. since May 2007, and is a control person of the firm.
Is Matthew Malaney a financial advisor?
Yes. Matthew Malaney has a current investment-adviser registration in Vermont, through Eley Financial Management since June 2007.
How many years of experience does Matthew Malaney have?
Matthew Malaney has 19 years in the financial industry, since June 2007, across 1 adviser firm.
What exams has Matthew Malaney passed?
Matthew Malaney has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in September 1990.
Where is Matthew Malaney based?
Matthew Malaney’s registered office is in South Burlington, VT.
Is Matthew Malaney registered with FINRA?
No. Matthew Malaney has no current broker registration.
Is Matthew Malaney a CFA charterholder?
Eley Financial Management lists Matthew Malaney with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Matthew A. Malaney, CFA biography, broadlakefinancial.com
How can I verify Matthew Malaney’s record?
Search CRD 2088303 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Malaney’s full registration record.
