MT
CFP
MT
CFP

Molly Townsend

15 Years of Experience
New York, NY
Broker

Molly Townsend is a CFP-designated registered investment advisor, based in New York, NY, with 15 years of industry experience. Molly is also registered as a broker, so some compensation may come from commissions on products sold.

Location

99 Park Avenue, Suite 1910, New York, NY, 10016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
June 2026 - Present · 4 mos
Steward Partners Investment Solutions, LLCBroker
June 2026 - Present · 4 mos
Steward Partners Investment Solutions, LLC
June 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2016 - June 2026 · 9 yrs 6 mos
UBS Financial Services INC.
December 2016 - June 2026 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - December 2016 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - December 2016 · 1 yr 11 mos
LPL Financial LLC
June 2014 - December 2014 · 6 mos
LPL Financial LLCBroker
November 2010 - December 2014 · 4 yrs 1 mo
State Registrations39 states
ALARAZCACOCTDCDEFLGAILINMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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