MS
MS

Mollie Snorsky

5 Years of Experience
Bellevue, WA

Mollie Snorsky is a registered investment advisor at Bmms Wealth Advisory LLC, based in Bellevue, WA, with 5 years of industry experience. Mollie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

BMMS Wealth Advisory does not directly manage investments. Instead, they refer you to other investment advisors. These advisors will charge you a fee for managing your investments. BMMS Wealth receives 25% of the management fee you pay to your chosen advisor. The fees charged by the third-party wealth managers range from 0.40% to 2% annually.

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Location

10655 NE 4th St., Suite #300, Bellevue, WA, 98004

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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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Other Business Activities

Mollie is a 50% partner and CPA with BMMS Partners, PLLC, an affiliated accounting firm, since December 2019. She spends the majority of her working time as a CPA.

Employment History
Current Registrations
Bmms Wealth Advisory LLC
November 2020 - Present · 5 yrs 6 mos
State Registrations2 states
CAWA
Advisor

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.