Michael R. Molitoris

FLAGSHIP WEALTH MANAGEMENT GROUP

CARY, NC

Some features on this profile are disabled

CRD#: 4786924

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Molitoris

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) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Molitoris'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

October 17, 2024 - Present

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 332428

CARY, NC

Past

November 9, 2021 - October 16, 2024

THE PINNACLE FINANCIAL GROUP

RIA

CRD#: 164395

Cary, NC

Past

February 11, 2010 - January 14, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

CARY, NC

Past

February 11, 2010 - October 17, 2024

LPL FINANCIAL LLC

CRD#: 6413

CARY, NC

Past

August 24, 2004 - February 24, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

COLUMBIA, MD

Past

July 16, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 2004 - February 24, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

COLUMBIA, MD

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

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

State Security Law Exam

IAR

Series 66

Date: 8/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/14/2010

General Securities Principal Examination

Current Firm

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

CRD#: 332428 / SEC#:

Maryland

Registered Investment Advisory firm - (10/21/2024 Approved)

North Carolina

Registered Investment Advisory firm - (10/17/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/9/2025 Approved)

Texas

Registered Investment Advisory firm - (10/24/2024 Approved)

Virginia

Registered Investment Advisory firm - (10/18/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Cary, NC

Mailing Address

Phone number

(919) 415-0698

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 41,783,814

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael R. Molitoris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE PINNACLE FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2004

Series 24

Date: 6/14/2010

Current Firm

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors