Michael
Molewski

Captrust

CRD#1271727
Investment Advisor
in Raleigh, NC
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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

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

NC Average: $3,625,019,099
Total Number of Employees

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

2015 - Present (4 years)

Captrust Financial Advisors

2013 - 2015 (2 years)

Mfp Strategies

2000 - Present (19 years)

M Holdings Securities, Inc

2000 - 2012 (12 years)

Molewski Financial Solutions, LLC

Disclosures

Michael Molewski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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