Lee S. Molotsky

MOLOTSKY TAX ADVISORY GROUP

VOORHEES, NJ 08043

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CRD#: 1353088

Professional summary

Lee Stuart Molotsky is a registered financial advisor currently at MOLOTSKY TAX ADVISORY GROUP, LLC located in Voorhees, New Jersey.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Lee has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 100 RICHEY AVE, VOORHEES, NJ; FIXED INSURANCE; INSURANCE AGENT; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS. Greentree Mortgage Company; non-investment related; Loan Originator; Voorhees, NJ; Less than 1% of time spent in this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Stuart Molotsky'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®

None

Experience

Current

August 2, 2007 - Present

MOLOTSKY TAX ADVISORY GROUP, LLC

Office #1: 1010 Haddonfield Berlin Road Suite 305, Voorhees, NJ 08043

RIA

CRD#: 144292

VOORHEES, NJ

Past

August 16, 2006 - August 2, 2007

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

VOORHEES, NJ

Past

January 1, 2004 - August 2, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

VOORHEES, NJ

Past

August 27, 1998 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

December 15, 1997 - August 7, 1998

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

August 12, 1986 - February 21, 1992

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

May 28, 1985 - December 12, 1997

CONSECO FINANCIAL SERVICES, INC.

CRD#: 629

CARMEL, IN

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/2/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/26/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/28/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/23/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MOLOTSKY TAX ADVISORY GROUP, LLC

CRD#: 144292 / SEC#:

New Jersey

Registered Investment Advisory firm - (8/2/2007 Approved)

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Contact information

Main Address

1010 Haddonfield Berlin Road Suite 305, Voorhees, NJ 08043

Mailing Address

Phone number

(856) 454-5110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 26,124,062

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lee S. Molotsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Stuart Molotsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

CONSECO FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2006

Series 63

Date: 1/28/1998

Series 7

Date: 9/21/1985

Series 6

Date: 5/23/1985

Current Firm

MOLOTSKY TAX ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOLOTSKY TAX ADVISORY GROUP, LLC

TRUST BUT VERIFY

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