Stephen
Molesky
Kalos Management
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About this Advisor
Stephen Molesky is a chartered financial consultant working out of Ellicott City, Maryland. Molesky currently works for Kalos Management. During their career, the advisor has held roles at Stephen M. Molesky & Associates, Inc and Kalos Capital, Inc. Molesky has a Series 63 license, certifying them as a securities broker, and is registered to work in Maryland. Kalos Management is a financial advisory firm operating out of Ponte Vedra Beach, FL. The company has offices in three locations and just five advisors. It oversees $129 million in total assets among its 1,174 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 1,174 accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the financial services provided. Fee types billed by Kalos Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kalos Management Brokerage Details
$128,562,434
5
1,174
$109,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Molesky Work History
Stephen has been registered as a financial advisor for 0 years.*
Kalos Capital, Inc
Stephen M. Molesky & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Molesky 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 Kalos Management
Ellicott City, MD
Ponte Vedra Beach, FL
Danville, IN
Alpharetta, GA
Ellicott City, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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