Michael
Molewski
Captrust
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About this Advisor
Michael Molewski is a certified financial planner and chartered financial consultant operating in Allentown, Pennsylvania with a total of 8 years of relevant experience. Molewski is currently employed by Captrust. Their career trajectory has included roles at M Holdings Securities, Inc, Mfp Strategies and Capfinancial Partners, LLC (Captrust). Molewski maintains a Series 63 license, certifying them as a securities representative, and is registered to work in Pennsylvania. Captrust is an advisory company operating out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 people on staff. It handles $715 billion in assets under management among its 76,254 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 136 charitable organizations. Of its 76,254 client accounts, 33% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a broad range 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 advice vary depending on which services are offered. However, fee types charged by Captrust likely 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
Michael Molewski Work History
Michael has been registered as a financial advisor for 8 years.*
Capfinancial Partners, LLC (Captrust)
M Holdings Securities, Inc
Mfp Strategies
*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 Michael Molewski 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
Raleigh, NC
Sacramento, CA
Raleigh, NC
Brentwood, TN
Chesterton, IN
Bethlehem, PA
Clarkston, MI
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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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.
