Unclaimed Profile

Molly E. Baer

MOLLY B INVESTMENT GROUP LLC·MARIETTA, Georgia

MOLLY B INVESTMENT GROUP LLC

101 VILLAGE PARKWAY, MARIETTA, GA 30067CRD# 6368474Firm CRD# 150555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Molly E. Baer · MARIETTA, GA

Registration

CRD #6368474 · MOLLY B INVESTMENT GROUP LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Molly E. Baer is a registered financial advisor based in MARIETTA, Georgia, affiliated with MOLLY B INVESTMENT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MOLLY B INVESTMENT GROUP LLC

BAER WEALTH MANAGEMENT

AUM

$250M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MOLLY B INVESTMENT GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 6368474

Firm CRD# 150555

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Molly E. Baer offer?

Molly E. Baer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Molly E. Baer's credentials?

Molly E. Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Molly E. Baer located?

Molly E. Baer is based in MARIETTA, Georgia, working with MOLLY B INVESTMENT GROUP LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Molly E. Baer charge for services?

Molly E. Baer's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOLLY B INVESTMENT GROUP LLC?

MOLLY B INVESTMENT GROUP LLC has approximately 2 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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