Investment adviser representative · Osaic Advisory Services, LLC
Garrett E. Malone
CRD 8064813 · Gautier, MS
At a glance
Garrett E. Malone is an investment adviser representative with Osaic Advisory Services, LLC in Gautier, MS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Garrett’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Osaic Advisory Services, LLCSince May 2025Gautier, MS · $15B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Garrett’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.