MS
Mollie J. Snorsky
BMMS WEALTH ADVISORY LLC
Bellevue, WA 98004
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CRD#: 7258143
MS
Professional summary
Mollie Johnsen Snorsky is a registered financial advisor currently at BMMS WEALTH ADVISORY LLC located in Bellevue, Washington.
Mollie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mollie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Since December 2019 I am a 50% partner and a CPA with BMMS Partners, PLLC, an affiliated accounting sharing a location with the advisory firm. I spend the majority of my working time working as a CPA.
CRS (Client Relationship Summary) - RIA
Click below to view Mollie Johnsen Snorsky'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®
NoneExperience
Current
November 30, 2020 - Present
BMMS WEALTH ADVISORY LLC
Office #1: 10655 Ne 4th St. Suite #300, Bellevue, WA 98004RIA
CRD#: 309479
Bellevue, WA
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(5/26/2023)
IAR
Washington(11/30/2020)
Current Firm
BW
BMMS WEALTH ADVISORY LLC
BMMS WEALTH ADVISORY LLC
CRD#: 309479 / SEC#:
California
Registered Investment Advisory firm - (5/26/2023 Approved)Washington
Registered Investment Advisory firm - (9/25/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10655 Ne 4th St. Suite #300, Bellevue, WA 98004
Mailing Address
Phone number
(425) 283-5831
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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