Grace
Moleski

Pathstone

CRD#7159229
Investment Advisor
in Englewood, NJ

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About this Advisor

Grace Moleski is a financial advisor based in Englewood, New Jersey, working with Pathstone. Grace has previously held positions at Ameriprise Financial Services Inc, Gen Financial Management Inc, Robert's Maine Grill, Nannying - Sterndale Family, University of New Hampshire, Wayzata High School, and Pathstone. Grace has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Grace is part of Pathstone, which operates out of Englewood, New Jersey. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10 Sterling Blvd Suite 402
Englewood, NJ 07631

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Pathstone Brokerage Details

Total Assets Under Management

$48,258,140,483

NJ Average: $10,121,009,343
Total Number of Employees

408

NJ Average: 92
Total Number of Accounts

25,825

NJ Average: 6,978
Average Account Size

$1,868,660

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Grace Moleski Work History

2023 - Present (2 years)

Pathstone

2021 - 2023 (2 years)

Pathstone

2019 - 2021 (2 years)

Ameriprise Financial Services Inc

2018 - 2019 (1 year)

Gen Financial Management Inc

2017 - 2018 (1 year)

Robert'S Maine Grill

2017 - 2017 (< 1 year)

Gen Financial Management Inc

2017 - 2017 (< 1 year)

University Of New Hampshire

2016 - 2017 (1 year)

Nannying - Sterndale Family

2015 - 2016 (1 year)

University Of New Hampshire

2013 - 2015 (2 years)

Wayzata High School

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Disclosures

Please visit the SEC profile of Grace Moleski 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 Pathstone

Lynnae Brown
Englewood, NJ
Kelwin Newman
Boston, MA
Daniel Rothery
Englewood, NJ
Eliza Leach
Boulder, CO
Vivien Johnson
Englewood, NJ
Blaire Busto
Seattle, WA
Adam Harrison
Englewood, NJ
Matthew Butterfield
Englewood, NJ

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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