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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 |
|---|---|---|---|
| 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 | 2021-09-27 |
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 | 09/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2016 | Present |
1. FIXED INSURANCE SALES - LIFE (TERM/UNIVERSAL/WHOLE), LOCATED AT 6195 WEST QUAKER STREET, ORCHARD PARK, NY 14127, AS OF 01/01/2017; APPROXIMATELY 20% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 2. CO-OWNER OF RENTAL PROPERTY LOCATED IN ANGOLA, NY, AS OF 1/01/2021; 0% TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-10 |
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