JM
John S. Molster
TRUIST ADVISORY SERVICES
RICHMOND, VA 23219
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CRD#: 1025926
JM
Professional summary
John Sanford Molster, CPWA®, who also goes by John Molster, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Richmond, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 31, Series 7, Series 10, Series 9, Series 53 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Molster
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ST JAMES CHURCH ENDOWMENT POSITION: Trustee NATURE: Endowment committee for my church. Review requests for funding. Review investment portfolio. Make recommendations on both. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/08/2017 ADDRESS: 1301 West Franklin St, Richmond VA 23226 CITY OF RICHMOND ECONOMIC DEVELOPMENT AUTHORITY POSITION: Chairman NATURE: The EDA is charged with assisting the City of Richmond in matters involving development of its land and buildings with private entities such as Non-profits and businesses. As Chairman, my role is to direct these activities with the help of the EDA's board of directors and staff. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2018 ADDRESS: 2401 Leigh Street, Richmond VA 23220 JANIE MOLSTER DESIGNS POSITION: Treasurer NATURE: Interior Design INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: Richmond VA, United States DESCRIPTION: RECEIVE & REVIEW INCOME STATEMENTS, P&L, AND TAX FILINGS POLICE BENEVOLENT ASSOCIATION OF RICHMOND VIRGINIA POSITION: Trustee NATURE: Provides benefits to retired police officers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: Richmond VA, United States DESCRIPTION: Attend meetings Participate in discussions about long term strategies to continue the benefits for retired police officers. ST. JOSEPH'S VILLA POSITION: Member, Investment Committee NATURE: St. Joseph's Villa works with children with autism and behavioral challenges. Provides support for mental health issues and housing for the homeless. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: Richmond VA, United States DESCRIPTION: The committee is made up of 6 members from the local investment community which offer advice on investment of their Endowment Fund.
CRS (Client Relationship Summary) - RIA
Click below to view John Sanford Molster's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2020-03-16
Expire date: 2024-02-29
Experience
Current
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 919 E Main St Fl 8, Richmond, VA 23219RIA
CRD#: 283390
RICHMOND, VA
Current
December 10, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 919 E Main St Fl 5 & 7, Richmond, VA 23219BD
CRD#: 17499
RICHMOND, VA
Past
January 2, 2013 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
June 13, 2002 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
RICHMOND, VA
Past
May 31, 2002 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
RICHMOND, VA
Past
August 7, 1998 - June 13, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
RICHMOND, VA
Past
October 4, 1996 - June 13, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
May 24, 1995 - October 17, 1996
JACKSON SECURITIES LLC
BD
CRD#: 19897
ATLANTA, GA
Past
February 20, 1985 - October 8, 1996
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
CHARLOTTE, NC
Past
February 21, 1984 - February 5, 1985
SBC WARBURG DILLON READ INC.
BD
CRD#: 1650
Past
June 25, 1982 - June 18, 1984
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/19/2022)
RR
Alaska(1/19/2022)
RR
Arizona(2/17/2021)
RR
Arkansas(1/19/2022)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(1/19/2022)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(1/19/2022)
RR
Idaho(1/19/2022)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Iowa(1/19/2022)
RR
Kansas(1/19/2022)
RR
Kentucky(1/19/2022)
RR
Louisiana(1/19/2022)
RR
Maine(1/19/2022)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(2/17/2021)
RR
Minnesota(2/17/2021)
RR
Mississippi(1/19/2022)
RR
Missouri(1/19/2022)
RR
Montana(1/19/2022)
RR
Nebraska(1/19/2022)
RR
Nevada(1/19/2022)
RR
New Hampshire(2/17/2021)
RR
New Jersey(2/17/2021)
RR
New Mexico(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(1/19/2022)
RR
Ohio(2/17/2021)
RR
Oklahoma(1/19/2022)
RR
Oregon(1/19/2022)
RR
Pennsylvania(2/17/2021)
RR
Puerto Rico(1/19/2022)
RR
Rhode Island(1/19/2022)
RR
South Carolina(2/17/2021)
RR
South Dakota(1/19/2022)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
RR
Utah(1/19/2022)
RR
Vermont(1/19/2022)
RR
Virgin Islands(1/19/2022)
RR
Virginia(2/17/2021)
IAR
Virginia(3/2/2021)
RR
Washington(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wisconsin(1/19/2022)
RR
Wyoming(1/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/12/1989
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Richmond, VA 23219TRUST BUT VERIFY
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Contact information
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