Molly Gadbury

TRADER WEALTH MANAGEMENT

Pontiac, IL

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CRD#: 7545146

Professional summary

Molly Gadbury, who also goes by Molly Ruddy, is a registered financial advisor currently at TRADER WEALTH MANAGEMENT, LLC located in Pontiac, Illinois.

Molly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Molly has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Molly Ruddy

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 Molly Gadbury'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®

None

Experience

Current

July 23, 2024 - Present

TRADER WEALTH MANAGEMENT, LLC

RIA

CRD#: 147190

Pontiac, IL

Past

July 14, 2022 - August 1, 2023

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

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

Illinois
(7/23/2024)

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Exams

State Security Law Exam

Series 63

Date: 8/11/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 7/14/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/22/2022

Securities Industry Essentials Examination

Current Firm

TRADER WEALTH MANAGEMENT, LLC

CRD#: 147190 / SEC#:

Illinois

Registered Investment Advisory firm - (10/14/2008 Approved)

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Contact information

Main Address

509 W Old Nw Highway Suite 240, Barrington, IL 60010

Mailing Address

560 Welch Circle, Lake Barrington, IL 60010

Phone number

(312) 697-2950

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 103,415,340

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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Molly Gadbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Molly Gadbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRADER WEALTH MANAGEMENT, LLC

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/2022

Series 6TO

Date: 7/14/2022

SIE

Date: 6/22/2022

Current Firm

TRADER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRADER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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