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Richard Malesich

Advisor at RCM Capital Management, L.L.C.

Updated today

Firm

RCM Capital Management, L.L.C.

Location

Hammonton, NJ 08037

Credentials

Series 63, Series 65

Industry experience

28 years

Client services

Financial planning Portfolio management Pension consulting

Fee options

Percentage

$0 - $500,000: Not to exceed 1.35% $500,001 - $2,000,000: Not to exceed 0.85% $2,000,001 - $3,000,000: Not to exceed 0.70% $3,000,001 - $4,000,000: Not to exceed 0.55% $4,000,001 - $5,000,000: Not to exceed 0.35% $5,000,001 - $7,500,000: Not to exceed 0.20% $7,500,001+: Not to exceed 0.15%

Commissions

Commission charges apply if client engages representative in his individual capacity through PTS Brokerage, LLC; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $300 per hour.

Other

Minimum fee: Registrant may require an annual minimum fee based on certain criteria, but no specific amount stated. Fee-only: Financial planning and consulting fees negotiable, generally $150 to $300 per hour.

Work history

Richard Malesich (Executor)

2022 - 2023 (1 year)

Richard C Malesich

2021 - Present (5 years)

RCM Capital Management, L.L.C.

2007 - Present (19 years)

PTS Brokerage, LLC

2007 - Present (19 years)

R.C. Malesich & Associates, LLC

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Raymond T

CFP®, Series 63, Series 66

Turnersville, NJ

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families

Benjamin V

Series 63, Series 65

Sicklerville, NJ

Fidelity

Benjamin Venturo is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has over 20 years of experience in financial planning and investment consulting, having previously worked as a Wealth Management Advisor and Investment Consultant at TIAA CREF from 2007 to 2015, and as a Financial Planner at H & R Block Financial Advisors from 2000 to 2007. Benjamin holds a California Insurance License. Outside of his professional work, he has personal interests that include beach activities, cooking and baking, fitness, golf, soccer, and theater.

Wealth management Financial Professional

Angelo P

Series 66

Blackwood, NJ

Merrill

Angelo Pinti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over a decade of industry experience. He focuses on wealth planning and portfolio management, working closely with clients and their families. Angelo emphasizes building genuine, long-lasting relationships founded on mutual respect and trust, viewing his role as an advocate for his clients' financial well-being. Before his career as a financial advisor, Angelo spent several years as a small business owner, an experience that informs his approach to wealth management. He utilizes a disciplined financial process that prioritizes establishing tangible financial goals and implementing tailored investment strategies. His expertise includes college education planning, divorce transition planning, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Angelo holds a Bachelor's Degree from Rowan University and the Personal Investment Advisor (PIA) designation. He is a member of the Beta Gamma Sigma International Business Honor Society and has served on the Rohrer College of Business Alumni Advisory Council as well as the Rowan University Alumni Association Board of Directors. He is fluent in English, Italian, and Spanish. Outside of work, Angelo enjoys drawing and sketching, music, reading, spending time with his family, traveling, and woodworking.

Wealth management Retirement income strategy Charitable giving & philanthropy Divorce financial planning College savings (529s, UTMA, etc.) Founder/Business Owner

Leonard A

Series 66

Shamong, NJ

Merrill

Leonard Arabia is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving high net worth families, business owners, principals, and entrepreneurs. He is part of an established Boston-based Private Wealth team recognized for delivering integrated wealth strategies, balanced portfolio management, and complex balance sheet optimization. Leonard's approach centers around attentive listening and tailored solutions to address the long-term financial objectives and legacy planning needs of his clients. Leonard earned his bachelor's degree from Boston College. He holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) credential. His expertise includes family wealth management strategies, legacy planning, liquidity management, portfolio management, small business strategies, and tax minimization. Leonard is affiliated with Merrill Private Wealth Management and participates in professional and community organizations, including Big Brothers Big Sisters of Eastern Massachusetts.

Wealth management General estate planning guidance Multi-generational wealth transfer Tax strategies for small businesses Founder/Business Owner

Alison D

CFP®, Series 63, Series 65

Shamong, NJ

Fidelity

Alison DiGiulio is a Financial Consultant at Fidelity Investments, where she works with clients to develop and update financial plans aligned with their investment goals. She leverages the resources and team at Fidelity to assist clients in growing and protecting their wealth while simplifying their financial lives. Alison has experience in the financial services industry, having served as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2021 before joining Fidelity Investments in 2021. Her professional background includes advising clients on financial planning and investment strategies. Outside of her professional role, Alison has personal interests that include comedy, exploring food, hiking, kayaking, music, and traveling.

Wealth management

Louis M

Series 66

Berlin, NJ

Fidelity

Louis Mastragostino is a Financial Consultant currently working at Fidelity Investments since 2022. He assists clients in defining their financial goals, co-creating customized plans, and implementing strategies to support their financial well-being at various life stages. Prior to his current role, Louis worked as a Financial Advisor at Merrill Lynch from 2009 to 2022, gaining extensive experience in financial planning and advisory services. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

General retirement planning Income planning Cash flow / budgeting
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