Stephen Molesky (CRD# 1109839) is an Investment Advisor Representative working at Blueprint Wealth Management Inc. in Ellicott City, MD and has over 41 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Wealth Management Inc. | Ellicott City, MD | May 2023 - Current | < 1 |
| Kalos Capital, Inc. | Alpharetta, GA | Oct 2009 - Current | 14 |
| Stephen M. Molesky & Associates, Inc. | Columbia, MD | Mar 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management145MILLIONS
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Total Number of Accounts925ACCOUNTS
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Average Account Value$156,757
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, GA, MD, NY, TX
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