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Terrance Jerome Mollner

STAKEHOLDERS CAPITAL, INC.·AMHERST, Massachusetts
Clean recordSTAKEHOLDERS CAPITAL, INC.
321 MAIN STREET, AMHERST, MA 01002-2034CRD# 5631385Firm CRD# 148469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrance Jerome Mollner · AMHERST, MA
Registration
CRD #5631385 · STAKEHOLDERS CAPITAL, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terrance Jerome Mollner is a registered financial advisor based in AMHERST, Massachusetts, affiliated with STAKEHOLDERS CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STAKEHOLDERS CAPITAL, INC.
STAKEHOLDERS CAPITAL
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STAKEHOLDERS CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5631385
Firm CRD# 148469
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrance Jerome Mollner offer?
Terrance Jerome Mollner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are Terrance Jerome Mollner's credentials?
Terrance Jerome Mollner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrance Jerome Mollner located?
Terrance Jerome Mollner is based in AMHERST, Massachusetts, working with STAKEHOLDERS CAPITAL, INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Terrance Jerome Mollner charge for services?
Terrance Jerome Mollner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAKEHOLDERS CAPITAL, INC.?
STAKEHOLDERS CAPITAL, INC. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STAKEHOLDERS CAPITAL, INC.

Andrew Mark/nicholas Bellak
AMHERST, MA
Bradley Matthew Stonberg
AMHERST, MA
Eileen M Spira
AMHERST, MA

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Research
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