Klaudian
Molosiu
Captrust
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About this Advisor
Klaudian Molosiu is a chartered financial analyst based out of New Hyde Park, New York with a total of 5 years of industry experience. Molosiu is an employee of Captrust. Throughout their career, they have worked at First Capital Consulting, Inc, Fce Group, Inc, Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Molosiu maintains a Series 63 license, designating them as a securities representative, and is able to operate in New York and North Carolina. Captrust is a financial advisory business headquartered in Raleigh, NC. The company has offices in 69 locations and a total of 1,338 advisors. It handles $715 billion in assets under management among its 76,254 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 136 charities and foundations. Of its 76,254 customer accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types billed by Captrust can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Klaudian Molosiu Work History
Klaudian has been registered as a financial advisor for 5 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
First Capital Consulting, Inc
Fce Group, 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 Klaudian Molosiu 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 Captrust
Raleigh, NC
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Raleigh, NC
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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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