David MolerCRD Number: 6500692
Current Firm: Eagle Strategies LLC
David Moler (CRD# 6500692) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Nylife Securities LLC||Bethesda, MD||Oct 2020 - Current||3|
|Eagle Strategies LLC||Bethesda, MD||Oct 2020 - Current||3|
|Blue Point Financial LLC||Bethesda, MD||Sep 2020 - Current||3|
|Peter Tillinghast||Balitmore, MD||Mar 2020 - Aug 2020||< 1|
|Scott Iodice||Baltimore, MD||Apr 2017 - Mar 2020||2|
|Northwestern Mutual Investment Services LLC||Baltimore, MD||Apr 2017 - Mar 2020||2|
|Scott Iodice||Baltimore, MD||Mar 2017 - Apr 2017||< 1|
|Merrill Edge||Hunt Valley, MD||Nov 2015 - Mar 2017||1|
|T Rowe Price||Owings Run, MD||May 2015 - Nov 2015||< 1|
|T Rowe Price||Owings Mills, MD||Oct 2014 - May 2015||< 1|
|Stevenson University||Owings Mills, MD||Oct 2012 - Oct 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2015|
|S63||Uniform Securities State Law Examination||Jul 2015|
Total Assets Under Management16,667MILLIONS
Total Number of Accounts87,580ACCOUNTS
Average Account Value$190,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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