Michele Lee Molitor

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wallingford, CT
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Wallingford, CT
• 04/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2021 → Present
  Fd Financial
  Southington, CT

Previous Registrations

• 2011-04-20 → 2021-04-14
  Wells Fargo Clearing Services, Llc
  Wallingford, CT
  Melville, NY
  Plantsville, CT
  Boston, MA
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-19
• S63 Uniform Securities Agent State Law Examination
  2009-05-21

Other Names

• Michele L Sirois
• Michele L Sirois
• Michele L Molitor