Unclaimed Profile

Terrance Jerome Mollner

STAKEHOLDERS CAPITAL, INC.·AMHERST, Massachusetts

Series 65Clean record17 years registeredSTAKEHOLDERS 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. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STAKEHOLDERS CAPITAL, INC.

STAKEHOLDERS CAPITAL

Apr 2009 – Jun 2023

AMHERST, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 29, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STAKEHOLDERS CAPITAL, INC.

CRD 148469 · SEC 801-118671

AUM

$146M

Regulatory assets under management

Employees

620 client accounts

Services offered by STAKEHOLDERS CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STAKEHOLDERS CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Terrance Jerome Mollner offer?

Terrance Jerome Mollner specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with STAKEHOLDERS CAPITAL, INC..

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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