James Moltz, financial advisor New York NY

James Moltz

CRD Number: 337917
Current Firm: C.j. Lawrence

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.

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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
Contact Info for James E. Moltz
Phone Number: 1-877-466-1783
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $1,120,947
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, CO, CT, DC, FL, IN, LA, MA, ME, MI, NJ, NY, PR, TX, WA

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