Chief Compliance Officer · Integra Global Advisors LLC
Jason R. Malkin
CRD 2915964 · Named on Form ADV at one SEC-registered adviser
At a glance
Integra Global Advisors LLC, an SEC-registered wealth manager based in Stamford, CT with $684 million in regulatory assets, lists Jason R. Malkin on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Integra Global Advisors LLCChief Compliance OfficerWealth manager · Stamford, CT · $684M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John A. SullivanHead of Business Development, Integra Global Advisors LLC
- Gil M. OrbachManaging Member, Integra Global Advisors LLC
- Jonathan PlumbMember, Integra Global Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.