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About this Advisor
Michael Molewski is a certified financial planner and chartered financial consultant who lives in Raleigh, North Carolina. Currently a registered financial advisor with Captrust, Molewski has 18 years of experience in the financial advisory industry. Molewski has a Series 63 license, designating the advisor as a securities representative. Molewski is able to operate in Pennsylvania. Their career trajectory has included roles at Captrust Financial Advisors, M Holdings Securities, Inc, Molewski Financial Solutions, LLC and Mfp Strategies. Captrust is based out of Raleigh, North Carolina, and operates out of 34 other brick-and-mortar locations across the United States. In aggregate, Captrust manages $274 billion in assets throughout 16,305 client accounts and retains more than 412 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 9,438 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 8% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Captrust provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Captrust Brokerage Details
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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
Michael Molewski Work History
Michael has 18 years of experience.
Captrust Financial Advisors
M Holdings Securities, Inc
Molewski Financial Solutions, LLC
Michael Molewski has no disclosures.
Please visit their SEC profile for more details.