Rachel M. Molina

BUCKHEAD CAPITAL MANAGEMENT

Atlanta, GA 30339-5995

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CRD#: 6948048

Professional summary

Rachel Moore Molina, who also goes by Rachel Amanda Molina, Rachel Amanda Moore, is a registered financial advisor currently at BUCKHEAD CAPITAL MANAGEMENT, LLC located in Atlanta, Georgia.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Rachel has worked at 5 firms and has passed the Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Amanda Molina | Rachel Amanda Moore

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.

1) MOLINA PROPERTY GROUP, LLC, 235 PHARR RD NE, APT 2219, ATLANTA, GA 30305; CO-OWNER W/HUSBAND; BUYING AND RENTING HOUSES;FLIPPING HOUSES; START 04/2021; OCCASSIONALLY HELPING W/RENOVATIONS; NOT INVESTMENT RELATED; <4 HRS/MON; 0 HRS DURING NORMAL TRADING HRS. 2) LICENSED INSURANCE PROFESSIONAL; SAME BUSINESS ADDRESS; LESS THAN 10% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Moore Molina'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

August 28, 2023 - Present

BUCKHEAD CAPITAL MANAGEMENT, LLC

Office #1: 3100 Cumberland Boulevard Suite 1450, Atlanta, GA 30339-5995

RIA

CRD#: 110707

Atlanta, GA

Past

January 20, 2023 - May 15, 2023

CONSCIOUS WEALTH INVESTMENTS, LLC

RIA

CRD#: 319143

Atlanta, GA

Past

October 10, 2022 - January 31, 2023

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

KENNESAW, GA

Past

July 30, 2021 - January 31, 2023

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

KENNESAW, GA

Past

April 26, 2021 - June 11, 2021

PACES FERRY WEALTH ADVISORS, LLC

RIA

CRD#: 300057

ATLANTA, GA

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".

BUCKHEAD CAPITAL MANAGEMENT, LLC

BCM PRIVATE WEALTH MANAGEMENT | BUCKHEAD CAPITAL MANAGEMENT, LLC

CRD#: 110707 / SEC#: 801-57810

RIA

Registered Investment Advisory firm - (8/9/2000 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

Georgia
(8/28/2023)

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

State Security Law Exam

IAR

Series 65

Date: 9/18/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/10/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 9/12/2022

General Securities Representative Examination

Current Firm

BUCKHEAD CAPITAL MANAGEMENT, LLC

BCM PRIVATE WEALTH MANAGEMENT | BUCKHEAD CAPITAL MANAGEMENT, LLC

CRD#: 110707 / SEC#: 801-57810

RIA

Registered Investment Advisory firm - (8/9/2000 Approved)

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Contact information

Main Address

3100 Cumberland Boulevard Suite 1450, Atlanta, GA 30339-5995

Mailing Address

Phone number

(404) 720-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BUCKHEAD CAPITAL FORM ADV PART 2A 3.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 5,171,178,018

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/08/2025	Cover Page	Report
08/14/2023	Cover Page	Report
10/20/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Rachel M. Molina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Moore Molina's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSCIOUS WEALTH INVESTMENTS, LLC

CAPITAL INVESTMENT GROUP, INC.

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

PACES FERRY WEALTH ADVISORS, LLC

Primary Firm SEC Registration

BUCKHEAD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2020

SIE

Date: 10/10/2022

Series 7TO

Date: 9/12/2022

Current Firm

BUCKHEAD CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCKHEAD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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