Matthew Malaney
Broadlake Financial Management · South Burlington, Vermont
Matthew Malaney is a fee-only financial advisor at Broadlake Financial Management in South Burlington, Vermont, who holds the CFA credential. Matthew focuses on sustainable & impact investing. Broadlake Financial Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Broadlake Financial Management |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $409.6M across 1,166 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VT · CRD 2088303 |
| Exams passed | Series 63 (1990) · Series 65 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | broadlakefinancial.com |
How Matthew's firm compares
- Broadlake Financial Management's average account is about $351,000, from its Form ADV (assets managed divided by 1,166 accounts).
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Questions about Matthew
Is Matthew Malaney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Broadlake Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Broadlake Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Malaney based?
Matthew Malaney is based in South Burlington, Vermont.
What does Matthew specialize in?
Matthew's specialties include sustainable & impact investing.
What credentials does Matthew Malaney hold?
Matthew Malaney holds the CFA credential.
Is Matthew Malaney registered with the SEC?
Yes. Matthew Malaney is registered as an investment adviser representative in VT (CRD 2088303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broadlake Financial Management manage?
Broadlake Financial Management reports $409.6M across 1,166 accounts in assets under management.
How do I contact Matthew Malaney?
Through Matthew's website, broadlakefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Broadlake Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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