Molly Bohrer
Professional summary
Molly Bohrer, who also goes by Molly Mcgill Kerstetter, Molly Kerstetter, is a registered financial advisor currently at VERUM PARTNERS LLC located in Skaneateles, New York.
Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Molly has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Molly Bohrer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2023 - Present
VERUM PARTNERS LLC
Primary Firm SEC Registration
VERUM PARTNERS LLC
CRD#: 301058 / SEC#: 801-115236
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/23/2024)
(3/17/2023)
Current Firm
VERUM PARTNERS LLC
CRD#: 301058 / SEC#: 801-115236
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,392 |
| AUM (Assets Under Management) | $ 827,584,409 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | ||
| 05/16/2024 |
Red Flags
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