Molly Sutz, financial advisor Moultrie GA

Molly Sutz

CRD Number: 6703502
Current Firm: Bluesky Wealth Advisors, LLC

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.

Similar Advisors
Miron Allen, financial advisor Moultrie GA
Miron H. Allen
CRD# 1561147
Amb Wealth, LLC
Similar Advisors
Lisa Bauer, financial advisor Moultrie GA
Lisa P. Bauer
CRD# 4589837
Cetera Investment Advisers LLC
Similar Advisors
Benjamin Brooks, financial advisor Moultrie GA
Benjamin E. Brooks
CRD# 6172825
Edward Jones
Professional Designations
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

Molly Sutz has no recent exams reported.
Contact Info for Molly Sutz
Phone Number: 252-633-0107
Firm Website: http://www.blueskywa.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    730
    MILLIONS
  • Total Number of Accounts
    1,559
    ACCOUNTS
  • Average Account Value
    $468,366
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.