Bryan
Molinar

Atlas Legacy Advisors LLC

CRD#6551259
Investment Advisor
in Los Angeles, CA

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About this Advisor

Bryan Molinar is a financial advisor based in Los Angeles, California, working with Atlas Legacy Advisors LLC. Bryan has previously held positions at UBS Financial Services, Zin Bistro Americana, Wells Fargo Clearing Services, LLC, and Atlas Legacy Advisors LLC. Bryan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Bryan is part of Atlas Legacy Advisors LLC, which operates out of Los Angeles, California. The firm has 2 offices and 5 employees. The firm manages assets totaling $586.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Atlas Legacy Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1999 Avenue Of The Stars Suite 3350
Los Angeles, CA 90067

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Atlas Legacy Advisors LLC Brokerage Details

Total Assets Under Management

$586,055,511

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

703

CA Average: 3,727
Average Account Size

$833,649

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bryan Molinar Work History

2024 - Present (0 year)

Atlas Legacy Advisors LLC

2019 - Present (5 years)

Wells Fargo Clearing Services, LLC

2017 - 2019 (2 years)

Ubs Financial Services

2015 - 2017 (2 years)

Ubs Financial Services

2011 - 2015 (4 years)

Zin Bistro Americana

Disclosures

Please visit the SEC profile of Bryan Molinar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atlas Legacy Advisors LLC

Susan Maxey
Los Angeles, CA
Matthew Fulton
Los Angeles, CA
Marc Rosenbach
Los Angeles, CA
Bryan Molinar
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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