Mollie Sebak

FARTHER

Melbourne, FL

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CRD#: 6460991

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 .

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.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Inheritance

Life Transitions

Retirement Income Management

Retirement Planning

Investment Planning

Education Planning

Budgeting

Are you a "fiduciary"?

Yes

Aliases

Mollie Korenstein

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) - RIA

Click below to view Mollie Sebak'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

June 24, 2024 - Present

FARTHER

RIA

CRD#: 302050

Melbourne, FL

Past

March 24, 2021 - August 7, 2024

FINANCIAL LIFE FOCUS, LLC

RIA

CRD#: 152904

MELBOURNE, FL

Past

January 2, 2018 - August 3, 2021

TRIAD FINANCIAL ADVISORS, INC.

RIA

CRD#: 118583

GREENSBORO, NC

Past

June 25, 2015 - November 20, 2017

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

WESTWOOD, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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

Florida
(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

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

Contact information

(xxx) xxx-xxxx

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Mollie Sebak

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mollie Sebak's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

FINANCIAL LIFE FOCUS, LLC

TRIAD FINANCIAL ADVISORS, INC.

MODERA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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