James Moltz (CRD# 337917) is an Investment Advisor Representative working at C.j. Lawrence in New York, NY and has over 25 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Empire Asset Management Company | New York, NY | Mar 2015 - Current | 9 |
Cyrus J. Lawrence LLC | New York, NY | Mar 2015 - Current | 9 |
International Strategy & Investment Group Inc. | New York, NY | Jul 2001 - Mar 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2000 |
S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- TX
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Total Assets Under Management409MILLIONS
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Total Number of Accounts365ACCOUNTS
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Average Account Value$1,120,947
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, FL, IN, LA, MA, ME, MI, NJ, NY, PR, TX, WA
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