Charles Molloy, financial advisor Erie PA

Charles Molloy

CRD Number: 5140692
Current Firm: Cuna Brokerage Services, Inc.

Charles Molloy (CRD# 5140692) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Erie, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Jul 2020 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Jul 2020 - Current 1
Grubhub Chicago, IL May 2020 - Current 1
Doordash Sunnyvale, CA Apr 2020 - Current 1
Instacart San Francisco, CA Apr 2020 - Current 1
Uber San Francisco, CA Mar 2020 - Current 1
Uber Eats San Francisco, CA Mar 2020 - Current 1
Lyft San Francisco, CA Mar 2020 - Current 1
Postmates San Francisco, CA Apr 2020 - Jun 2020 < 1
Pruco Securities LLC Amherst, NY Sep 2019 - Feb 2020 < 1
Prudential Insurance Company Of America Amherst, NY Sep 2019 - Feb 2020 < 1
Pnc Investments Pittsburgh, PA Oct 2018 - Aug 2019 < 1
Td Ameritrade, Inc. Erie, PA Feb 2018 - Sep 2018 < 1
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Sep 2018 < 1
Scottrade, Inc. St. Louis, MO Mar 2012 - Sep 2018 6
Halcyon Corporation Phelps, NY May 2009 - Jul 2015 6
Media Resources Liverpool, NY Feb 2012 - May 2014 2
Gwn Securities Inc. Palm Beach Gardens, FL Jan 2011 - Mar 2012 1
Charles Molloy Financial Services Phelps, NY Jun 2008 - Mar 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Charles Molloy
Phone Number: 319-352-4090
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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