Heather
Molloy
Madison Wealth Management
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About this Advisor
Heather Molloy is a certified financial planner and personal financial specialist operating out of Leesburg, Virginia with 4 years of industry experience. Molloy is an advisor for Madison Wealth Management. During their career, Molloy has held roles at Hd Vest Advisory Services, Hd Vest Investment Services, Molloy Group LLC Dba Heather Molloy, Trusted Mission Solutions, Inc and Madison Wealth Management. Molloy has a Series 63 license, designating them as a securities agent, and can operate in Virginia. Madison Wealth Management is a financial advisory company operating out of Cincinnati, OH. The company has offices in two locations and a total of 29 advisors. It oversees $1 billion in assets across its 2,495 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves 29 charities and foundations. Of its 2,495 accounts, 55% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Madison Wealth Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which service is provided. Fee types charged by Madison Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Wealth Management Brokerage Details
$1,123,859,860
29
2,495
$450,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Heather Molloy Work History
Heather has been registered as a financial advisor for 4 years.*
Madison Wealth Management
Hd Vest Advisory Services
Hd Vest Investment Services
Molloy Group LLC Dba Heather Molloy
Trusted Mission Solutions, 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 Heather Molloy 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 Madison Wealth Management
Cincinnati, OH
Cincinnati, OH
Leesburg, VA
Leesburg, VA
Cincinnati, OH
Leesburg, VA
Cincinnati, OH
Cincinnati, OH
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.
