DM

David E. Molano

MOLANO WEALTH MANAGEMENT
VISALIA, CA 93291
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CRD#: 6014861
DM

Professional summary


David Edward Molano, who also goes by David E. Molano, is a registered financial advisor currently at MOLANO WEALTH MANAGEMENT located in Visalia, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David E. Molano

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.

CRS (Client Relationship Summary) - RIA


Click below to view David Edward Molano'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

March 3, 2023 - Present

MOLANO WEALTH MANAGEMENT

Office #1: 525 W Main St. Suite 120-1193, Visalia, CA 93291Office #2: 525 W. Main Street Suite 100, Visalia, CA 93291
RIA
CRD#: 323967
VISALIA, CA

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
California
(3/3/2023)

Exams


State Security Law Exam

Current Firm


MW
MOLANO WEALTH MANAGEMENT
MOLANO WEALTH MANAGEMENT | MOLANO, DAVID

CRD#: 323967 / SEC#:

California
Registered Investment Advisory firm - (3/3/2023 Approved)
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Contact information


Main Address
525 W Main St. Suite 120-1193, Visalia, CA 93291
Mailing Address
P.o. Box 2605, Visalia, CA 93279
Phone number
(559) 348-7038
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 800,000

Red Flags


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Company Information


MOLANO WEALTH MANAGEMENT

CRD#: 323967Visalia, CA 93291

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