Unclaimed Profile

William Earl Schantz

MOLEWSKI FINANCIAL SOLUTIONS LLC·BETHLEHEM, Pennsylvania

SIE, Series 6, Series 63Clean record23 years registeredMOLEWSKI FINANCIAL SOLUTIONS LLC

100 GATEWAY DRIVE, SUITE 300, BETHLEHEM, PA 18017CRD# 1923047Firm CRD# 109437

Profile Verification

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

Identity

William Earl Schantz · BETHLEHEM, PA

Registration

CRD #1923047 · MOLEWSKI FINANCIAL SOLUTIONS LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Sep 2015 – present

MFP STRATEGIES

Oct 2002 – Dec 2015

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · October 17, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOLEWSKI FINANCIAL SOLUTIONS LLC

CRD 109437 · SEC 801-57622

AUM

$4.3B

Regulatory assets under management

Employees

140 client accounts

Services offered by MOLEWSKI FINANCIAL SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOLEWSKI FINANCIAL SOLUTIONS LLC →

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHLEHEM?

Browse all registered financial advisors in BETHLEHEM, Pennsylvania or claim this profile if it's yours.

Browse BETHLEHEM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Earl Schantz offer?

William Earl Schantz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are William Earl Schantz's credentials?

William Earl Schantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Earl Schantz located?

William Earl Schantz is based in BETHLEHEM, Pennsylvania, working with MOLEWSKI FINANCIAL SOLUTIONS LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does William Earl Schantz charge for services?

William Earl Schantz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOLEWSKI FINANCIAL SOLUTIONS LLC?

MOLEWSKI FINANCIAL SOLUTIONS LLC has approximately 24 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →