Molly Reese Ward

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. THE ASHAR GROUP, LLC; 1800 PEMBROOK DRIVE, SUITE 240, ORLANDO, FL 32810; AGENT FOR LIFE SETTLEMENTS; START 9/30/2020; APPROXIMATELY 1 HOUR/MONTH. 2. ST. LUKE'S UNITED METHODIST CHURCH FOUNDATION; 3701 WESTHEIMER, HOUSTON, TX 77027; INVESTMENT COMMITTEE MEMBER; START 8/18/2021; APPROXIMATELY 1 HOUR/MONTH. 3. LONE OAK TRUST COMPANY; FT. WORTH, TX; MEMBER OF THE BOARD OF DIRECTORS; START 3/30/2022; APPROX. 4 HOURS/MONTH. 4. WELL LIVED WEALTH, LLC; 3200 SOUTHWEST FREEWAY, SUITE 1800, HOUSTON, TX 77027; 100% MEMBER; START 3/23/2018; APPROXIMATELY 40 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-31
• S63 Uniform Securities Agent State Law Examination
  1998-10-28

Other Names

• Molly Elizabeth Reese