Molly Sutz (CRD# 6703502) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Moultrie, GA and has 1 year of experience in the finance industry. Molly Sutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1561147
Amb Wealth, LLC
CRD# 4589837
Cetera Investment Advisers LLC
CRD# 6172825
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Bluesky Wealth Advisors, LLC | New Bern, NC | Jan 2022 - Current | 2 |
Unemployed | Moultrie, GA | May 2021 - Jan 2022 | < 1 |
University Of Georgia | Athens, GA | Aug 2020 - May 2021 | < 1 |
Unemployed | Moultrie, GA | Apr 2020 - Aug 2020 | < 1 |
Elwood And Goetz Wealth Advisory Group | Athens, GA | Aug 2017 - Apr 2020 | 2 |
Wells Fargo Advisory Group | Athens, GA | Jan 2016 - Aug 2017 | 1 |
Unemployed | Moultrie, GA | Jan 2012 - Jan 2016 | 4 |
- GA
- TX
-
Total Assets Under Management730MILLIONS
-
Total Number of Accounts1,559ACCOUNTS
-
Average Account Value$468,366
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.