Molly B. Balunek

ENDEAVOR WEALTH ADVISORS

Pepper Pike, OH 44122

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CRD#: 2841031

Professional summary

Molly Bernet Balunek, CFP®, who also goes by Mary Ruth Bernet, Mary Bernet Sussen, Mary Ruth Bernet Sussen, is a registered financial advisor currently at ENDEAVOR WEALTH ADVISORS, LLC located in Pepper Pike, Ohio.

Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Molly has worked at 6 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Ruth Bernet | Mary Bernet Sussen | Mary Ruth Bernet Sussen

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.

1.Other Business Name: Validation Training Institute, Inc. 2.Investment Related? No 3.Address of Other Business: PO Box 81, Pleasant Hill, OR 97455 4.Nature of Other Business: A 501(c)3 public charity founded to help caregivers better communicate with older adults with memory loss. 5.Position/Title/Relationship with Other Business: Board Member 6.Start Date: 01/2020 7.Hours Per Month: 1 8.Market Hours Per Month: 0-1 (10 Hours per year) 9.Duties Related to Other Business: General Board Duties, Manage Endowment Fund Pro Bono. Will Receive NO Compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Bernet Balunek's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

September 3, 2019 - Present

ENDEAVOR WEALTH ADVISORS, LLC

Office #1: 29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122

RIA

CRD#: 305348

Pepper Pike, OH

Past

September 5, 2013 - December 31, 2019

LAUREL TREE ADVISORS, LLC

RIA

CRD#: 168704

CLEVELAND, OH

Past

August 10, 2009 - August 2, 2013

ANCORA PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 124845

CLEVELAND, OH

Past

January 9, 2001 - July 28, 2009

SPERO-SMITH INVESTMENT ADVISERS, INC.

RIA

CRD#: 105428

BEACHWOOD, OH

Past

July 7, 1999 - February 24, 2000

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

February 12, 1997 - November 25, 1998

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

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".

ENDEAVOR WEALTH ADVISORS, LLC

CRD#: 305348 / SEC#: 801-122214

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(9/3/2019)

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

General Industry/Product Exam

Series 7

Date: 2/7/1997

General Securities Representative Examination

Current Firm

ENDEAVOR WEALTH ADVISORS, LLC

CRD#: 305348 / SEC#: 801-122214

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/6/2022 Terminated)

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Contact information

Main Address

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122

Mailing Address

Phone number

(216) 373-0808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENDEAVOR WEALTH ADVISORS, LLC FIRM BROCHURE DTD 03-31-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 221,615,927

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.

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Molly B. Balunek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Bernet Balunek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDEAVOR WEALTH ADVISORS, LLC

LAUREL TREE ADVISORS, LLC

ANCORA PRIVATE WEALTH ADVISORS, LLC

SPERO-SMITH INVESTMENT ADVISERS, INC.

NATCITY INVESTMENTS, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

ENDEAVOR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/7/1997

Current Firm

ENDEAVOR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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