Mollie Sebak

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2015 → 11/2017
  Modera Wealth Management
  Westwood, NJ
• 01/2018 → 01/2021
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 01/2021 → 06/2024
  Financial Life Focus, Llc
  Philadelphia, PA
• 06/2024 → Present
  Farther Finance Advisors
  Melbourne, FL

Previous Registrations

• 2021-03-24 → 2024-08-07
  Financial Life Focus, Llc
  Philadelphia, PA
  Melbourne, FL
• 2018-01-02 → 2021-08-03
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 2015-06-25 → 2017-11-20
  Modera Wealth Management, Llc
  Westwood, NJ
  Westwood, NJ

Designations

• Certified Financial Planner

Other Names

• Mollie Korenstein