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Moldenhauer & Associates CRD 337303
$765M regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6195 West Quaker Street, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-26 |
| NY | RA | APPROVED | 2025-09-25 |
Branch Locations
6195 West Quaker Street, Orchard Park, NY 14127 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
6195 West Quaker Street, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moldenhauer & Associates | Orchard Park | NY | 02/2004 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2016 | Present |
| Moldenhauer & Associates | Orchard Park | NY | 09/2025 | Present |
1) FIXED INSURANCE SALES CONDUCTED UNDER MOLDENHAUER & ASSCIATES. 2) SIGNING AUTHORITY FOR 6195 W. QUAKER, LLC; AS OF 2016; LESS THAN 1% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED. 3) Great Eastern Sun Inc. (Non-Profit), Treasurer; Located at 131 Reading Street, Buffalo, NY 14220, as of 09/01/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
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