Ryan Malec
Financial advisor at Unified Investment Management · Atlanta, GA
Last updated 2026-10-10
Claim your profileRyan Malec is a financial advisor at Unified Investment Management in Atlanta, GA, CRD 5705234. Licenses and exams on the registration: Series 66. IAPD registration began 2009-10-22.
Registration
- CRD number
- 5705234
- Registration status
- Active
- IAPD registration
- 2009-10-22
- Industry Experience
- 16 years
- Work Experience
- 16 years
- States registered
- GA, TX
Licenses and exams
- Series 66
Work history
- 2017-12 to 2021-10 · Acg Wealth Inc · Atlanta, GA
- 2021-11 to 2023-03 · Mercer Global Advisors · Atlanta, GA
- 2010-10 to 2017-11 · Fidelity Investments · Atlanta, GA
- 2023-03 to Present · Unified Investment Advisors, LLC · Atlanta, GA
Current employment
- Unified Investment Management · Atlanta, GA
Unified Investment Management
- Regulatory AUM
- $150,610,399
- Registered advisors
- 2
- Offices
- 1
- Average AUM per client
- $1.7M (Low)
- High-net-worth client ratio
- 48.3% (Moderate)
Unified Investment Management: advisors, services and reported ETF investments
About
Ryan Malec is a financial advisor at Unified Investment Management in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 16 years of reported work history.
Unified Investment Management's firm-level Form ADV reports 2 advisors across 1 offices; approximately 44.5 clients per advisor, average assets per client of $1,692,252, and regulatory AUM of $150.6M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $34.3M across 52 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Malec personally.
Reported ETF positions
Unified Investment Management reports 52 ETF positions worth $34.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IGSB — iShares 1-5 Year Investment Grade Corporate Bond ETF | $2.4M |
| VNLA — Janus Henderson Short Duration Income ETF | $2.4M |
| NEAR — iShares Short Duration Bond Active ETF | $2.1M |
| GVI — iShares Intermediate Government/Credit Bond ETF | $2M |
| MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Unified Investment Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $317.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $317.5K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IMCG — iShares Morningstar Mid-Cap Growth ETF | $421.8K | Top 98.8% | Residual alpha +1.37% · Residual Sharpe 0.07 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $2.1M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Unified Investment Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
Location
One Glenlake Parkway, Atlanta, GA 30328
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (404) 920-4768
- Website: unifiedim.com
Official record
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