Mollie Sebak
CFP®Professional Summary
Mollie Sebak, CFP®, who also goes by Mollie Korenstein, is a registered financial advisor currently at FARTHER located in Melbourne, Florida. Mollie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mollie has worked at 4 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Education Funding
- Cashflow & Budgeting
Biography
In my free time I enjoy: running, hot yoga, traveling, baking and the beach. I also enjoy volunteering for Junior Achievement, which is an organization that brings financial education into the classroom. Last but not least, I raise money for cancer research by partaking in various organizations such as: Team in Training and Cycle for Survival.
Other Aliases
Mollie Korenstein
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
Contact Information
Main Address
345 California Street Suite 600, San Francisco, CA 94104Phone Number
(628) 246-8004# of Employees
571SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
44,421AUM (Assets Under Management)
$16,010,112,152Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT
State Registrations and Notice Filings
(6/24/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Mollie Sebak's CRS (Customer Relationship Summary).
Services Offered by Mollie
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Education Funding
- Cashflow & Budgeting
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