Malvern Capital Management
47yrs
Top advisor by experience in Malvern
8yrs
Mark Malone has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Malvern, Pennsylvania. Mark has been with Vanguard Advisers since 2020. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 904 advisors with offices in Malvern, and one of 739 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office100 Vanguard Blvd, Malvern, PA 19355
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state
Services through Vanguard Advisers
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowVanguard Advisers, Inc.Current firm
Contact Mark
(610) 669-1000Vanguard Advisers main office 100 Vanguard BlvdMalvern, PA 19355Office · Get directions Firm websiteinvestor.vanguard.com/advice
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Vanguard Advisers at (610) 669-1000 and ask for Mark Malone. Mark works from the Malvern, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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