Jeremy M. Molish
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeremy Manuel Molish was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 1996. Jeremy had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 31, 2013 - January 9, 2015
FIDUCIARY ADVISORS, LLC
March 16, 2011 - May 6, 2013
PERSHING LLC
April 2, 2003 - October 1, 2007
PERSIMMON SECURITIES, INC.
July 22, 1999 - January 21, 2003
UST SECURITIES CORP.
June 24, 1998 - July 22, 1999
CUSTODIAN SECURITIES, INC.
March 14, 1997 - June 5, 1998
JANNEY MONTGOMERY SCOTT LLC
February 28, 1997 - March 4, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 30, 1996 - February 14, 1997
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
FIDUCIARY ADVISORS, LLC
CRD#: 104189 / SEC#: 801-72971, 8-52647
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDUCIARY ADVISORS, LLC
CRD#: 104189 / SEC#: 801-72971, 8-52647
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 464,470,156 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2025 | ||
| 12/02/2024 | ||
| 11/07/2023 | ||
| 12/22/2022 |
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.
