KM
Kenneth D. Molnar
STRATEGIC ADVISERS LLC
INVERNESS, IL
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CRD#: 1455294
KM
Professional summary
Kenneth David Molnar is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Inverness, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Kenneth has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth David Molnar'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
INVERNESS, IL
Current
December 10, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
February 2, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
INVERNESS, IL
Past
August 6, 2019 - October 20, 2020
INVEX, LLC.
BD
CRD#: 30032
CORAL GABLES, FL
Past
December 19, 2003 - July 25, 2019
HILLTOP SECURITIES INC.
BD
CRD#: 6220
CHICAGO, IL
Past
November 10, 2003 - November 25, 2003
COUNTRYWIDE SECURITIES CORPORATION
BD
CRD#: 10598
CALABASAS, CA
Past
March 31, 2003 - November 11, 2003
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
November 11, 1994 - February 5, 1996
ABN AMRO INCORPORATED
BD
CRD#: 15776
STAMFORD, CT
Past
October 13, 1993 - November 28, 1994
LASALLE FINANCIAL SERVICES, INC.
BD
CRD#: 20373
CHICAGO, IL
Past
March 25, 1991 - August 30, 1993
ICBA SECURITIES
BD
CRD#: 24088
MEMPHIS, TN
Past
January 1, 1991 - August 30, 1993
VINING-SPARKS IBG, LLC
BD
CRD#: 27502
MEMPHIS, TN
Past
March 1, 1989 - January 1, 1991
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
BD
CRD#: 16493
Past
June 19, 1986 - March 31, 1989
PLANSMITH SECURITIES,INC.
BD
CRD#: 14467
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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(12/17/2021)
RR
Alaska(12/21/2021)
RR
Arizona(12/21/2021)
RR
Arkansas(12/13/2021)
RR
California(12/13/2021)
RR
Colorado(12/14/2021)
RR
Connecticut(12/14/2021)
RR
Delaware(12/20/2021)
RR
District of Columbia(12/16/2021)
RR
Florida(12/13/2021)
RR
Georgia(12/14/2021)
RR
Hawaii(12/13/2021)
RR
Idaho(12/13/2021)
RR
Illinois(12/13/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(1/3/2022)
RR
Iowa(12/10/2021)
RR
Kansas(12/13/2021)
RR
Kentucky(12/14/2021)
RR
Louisiana(12/14/2021)
RR
Maine(12/10/2021)
RR
Maryland(12/13/2021)
RR
Massachusetts(12/13/2021)
RR
Michigan(12/14/2021)
RR
Minnesota(12/16/2021)
RR
Mississippi(12/14/2021)
RR
Missouri(12/10/2021)
RR
Montana(12/13/2021)
RR
Nebraska(12/15/2021)
RR
Nevada(12/20/2021)
RR
New Hampshire(12/14/2021)
RR
New Jersey(12/14/2021)
RR
New Mexico(12/14/2021)
RR
New York(12/16/2021)
RR
North Carolina(12/13/2021)
RR
North Dakota(12/20/2021)
RR
Ohio(12/10/2021)
RR
Oklahoma(12/14/2021)
RR
Oregon(12/15/2021)
RR
Pennsylvania(12/13/2021)
RR
Puerto Rico(12/15/2021)
RR
Rhode Island(12/20/2021)
RR
South Carolina(12/15/2021)
RR
South Dakota(1/5/2022)
RR
Tennessee(12/14/2021)
RR
Texas(12/10/2021)
IAR
Texas(3/31/2025)
RR
Utah(12/10/2021)
RR
Vermont(12/14/2021)
RR
Virgin Islands(12/20/2021)
RR
Virginia(12/15/2021)
RR
Washington(12/14/2021)
RR
West Virginia(1/11/2022)
RR
Wisconsin(12/10/2021)
RR
Wyoming(12/16/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
