Robb Molnar, financial advisor Sacramento CA
93 score

Robb Molnar

CRD Number: 5330862
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Robb Molnar (CRD# 5330862) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Sacramento, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Sacramento, CA Nov 2014 - Current 2
Bank Of The West Sacramento, CA Nov 2014 - Current 2
Motif Investing Rancho Cordova, CA Oct 2014 - Oct 2014 < 1
Stay At Home Parent Novato, CA Jan 2013 - Sep 2014 1
Bank Of America, N.a. Mill Valley, CA Aug 2011 - Jan 2013 1
Merrill Edge Mill Valley, CA Apr 2011 - Jan 2013 1
Ubs Financial Services San Francisco, CA Mar 2007 - Apr 2011 4
Passport Media Enterprises San Luis Obispo, CA Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Robb M. Molnar
Phone Number: 800-338-3919
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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