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Michael Robert Molitoris

FLAGSHIP WEALTH MANAGEMENT GROUP
CARY, NC
·CRD# 4786924·22 years experience

Professional Summary

Michael Robert Molitoris, who also goes by Mike Molitoris, is a registered financial advisor currently at FLAGSHIP WEALTH MANAGEMENT GROUP, LLC located in Cary, North Carolina. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Molitoris

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

22 years in the financial services industry

Current & Past Employments

Current

FLAGSHIP WEALTH MANAGEMENT GROUP, LLCCurrent·CRD# 332428
RIA
Cary, NC
October 17, 2024 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413
BD
Cary, NC
February 11, 2010 - October 17, 2024
THE PINNACLE FINANCIAL GROUPPast·CRD# 164395
RIA
Cary, NC
November 9, 2021 - October 16, 2024
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Cary, NC
February 11, 2010 - January 14, 2022
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
RIA
Columbia, MD
August 24, 2004 - February 24, 2010
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Columbia, MD
July 16, 2004 - February 24, 2010
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
July 16, 2004 - July 3, 2006

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Current Firm

FW
FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

CRD#: 332428
Maryland
Registered Investment Advisory firm - Maryland (10/21/2024 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (10/17/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (5/9/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (10/24/2024 Approved)
Virginia
Registered Investment Advisory firm - Virginia (10/18/2024 Approved)

Contact Information

Main Address

Cary, NC

Phone Number

(919) 415-0698

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

265

AUM (Assets Under Management)

$46,049,984

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) 02/22/2010 - INVESTMENT RELATED - INDEPENDENT INSURANCE AGENT - SELLING FIXED INSURANCE PRODUCTS / 25% OF TIME SPENT. 2) 01/26/2012 - NOT INV REL - REAL ESTATE RENTAL / RENTING 1 TOWNHOUSE. NONE OF THE RENTERS ARE CUSTOMERS OR ADVISORS OF ANOTHER FINANCIAL INSTITUTION. / 5% OF TIME SPENT. 3) 04/22/2016; NO BUSINESS NAME; Real Estate Rental; NOT INV REL;AT REPORTED BUSINESS LOCATION(S); START DATE 04/18/2016; Timeshare rental of Disney's Vacation Club property; 1 HR/MO; 0 HRS DURING SECS TRADING HOURS.

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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.
IAR
Maryland
(10/21/2024)
IAR
North Carolina
(10/17/2024)
IAR
Pennsylvania
(5/9/2025)
IAR
Texas
(10/24/2024)
IAR
Virginia
(10/18/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2010About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Molitoris's CRS (Customer Relationship Summary).

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