AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MO

Molly Ono

FORESIDE FUND SERVICES
Seattle, WA 98101
Some features on this profile are disabled
CRD#: 4815182
MO

Professional summary


Molly Ono, who also goes by Molly Elizabeth Newcomb Ms., Molly Elizabeth Newcomb, Molly Newcomb, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Seattle, Washington.

Molly is registered as a RR (Registered Representative) and started their career in finance in 2005. Molly has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7TO, Series 3, Series 7 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Molly Elizabeth Newcomb Ms. | Molly Elizabeth Newcomb | Molly Newcomb

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Molly Ono'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®
None

Experience


Current

March 11, 2025 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 520 Pike Street, Seattle, WA 98101
BD
CRD#: 46106
Seattle, WA
Past

January 4, 2021 - June 14, 2022

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
PORTLAND, ME
Past

October 28, 2019 - December 31, 2020

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Portland, OR
Past

March 6, 2008 - May 3, 2013

INVESCO ADVISERS, INC.

RIA
CRD#: 105360
PORTLAND, OR
Past

December 7, 2007 - May 3, 2013

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
PORTLAND, OR
Past

January 24, 2007 - December 7, 2007

AT INVESTOR SERVICES, INC.

BD
CRD#: 47837
PORTLAND, OR
Past

September 9, 2005 - March 17, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HONOLULU, HI
Past

July 21, 2005 - March 17, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 9, 2005 - June 28, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(4/14/2025)
RR
Alaska
(4/14/2025)
RR
Arizona
(4/16/2025)
RR
Arkansas
(4/14/2025)
RR
California
(4/9/2025)
RR
Colorado
(4/14/2025)
RR
Connecticut
(4/9/2025)
RR
Delaware
(4/12/2025)
RR
District of Columbia
(4/14/2025)
RR
Florida
(4/8/2025)
RR
Georgia
(4/9/2025)
RR
Hawaii
(4/28/2025)
RR
Idaho
(4/8/2025)
RR
Illinois
(4/14/2025)
RR
Indiana
(4/14/2025)
RR
Iowa
(4/14/2025)
RR
Kansas
(4/8/2025)
RR
Kentucky
(4/8/2025)
RR
Louisiana
(4/14/2025)
RR
Maine
(4/8/2025)
RR
Maryland
(4/18/2025)
RR
Massachusetts
(4/8/2025)
RR
Michigan
(4/8/2025)
RR
Minnesota
(4/8/2025)
RR
Mississippi
(4/8/2025)
RR
Missouri
(4/8/2025)
RR
Montana
(4/15/2025)
RR
Nebraska
(4/8/2025)
RR
Nevada
(4/11/2025)
RR
New Hampshire
(4/22/2025)
RR
New Jersey
(4/8/2025)
RR
New Mexico
(4/9/2025)
RR
New York
(4/15/2025)
RR
North Carolina
(4/14/2025)
RR
North Dakota
(4/14/2025)
RR
Ohio
(4/8/2025)
RR
Oklahoma
(4/8/2025)
RR
Oregon
(4/11/2025)
RR
Pennsylvania
(4/9/2025)
RR
Rhode Island
(4/14/2025)
RR
South Carolina
(4/8/2025)
RR
South Dakota
(4/14/2025)
RR
Tennessee
(4/11/2025)
RR
Texas
(4/8/2025)
RR
Utah
(4/9/2025)
RR
Vermont
(4/11/2025)
RR
Virginia
(4/14/2025)
RR
Washington
(4/11/2025)
RR
West Virginia
(4/14/2025)
RR
Wisconsin
(4/8/2025)
RR
Wyoming
(4/9/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/8/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 12/16/2011
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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.

Company Information


FORESIDE FUND SERVICES, LLC

CRD#: 46106Seattle, WA 98101

TRUST BUT VERIFY

Monitor Molly Ono

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Dale Thomas Miller
Dale MillerAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Moscow, ID
Alyssa Marie Jarman
Alyssa JarmanAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Bellevue, WA
Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics