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Marco Anthony Molea

Valic Financial Advisors, Inc.

Andover, MA

Houston, TX

CRD 3212652

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-29
MA RA APPROVED 2023-01-03
NJ RA APPROVED 2022-07-19
DE RA APPROVED 2022-06-28
NH RA APPROVED 2022-06-23
RI RA APPROVED 2022-06-21
PA RA APPROVED 2022-06-17
CT RA APPROVED 2022-06-16
ME RA APPROVED 2022-06-16
VT RA APPROVED 2022-06-16
  • NY RA
    APPROVED
    Since 2024-08-29
  • MA RA
    APPROVED
    Since 2023-01-03
  • NJ RA
    APPROVED
    Since 2022-07-19
  • DE RA
    APPROVED
    Since 2022-06-28
  • NH RA
    APPROVED
    Since 2022-06-23
  • RI RA
    APPROVED
    Since 2022-06-21
  • PA RA
    APPROVED
    Since 2022-06-17
  • CT RA
    APPROVED
    Since 2022-06-16
  • ME RA
    APPROVED
    Since 2022-06-16
  • VT RA
    APPROVED
    Since 2022-06-16

Branch Locations

Andover, MA • United States

2929 Allen Parkway, Houston, TX 77019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors San Diego CA 05/2009 Present
Sunamerica Capital Services, Inc. Houston TX 12/2013 Present
  • 05/2009 → Present
    Valic Financial Advisors
    San Diego, CA
  • 12/2013 → Present
    Sunamerica Capital Services, Inc.
    Houston, TX
Other Businesses

RENTAL PROPERTY POSITION: owner NATURE: rental property with hired management company to handle vacation rentals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2025 ADDRESS: 380 Seaview Ct #1205, Marco Island FL 31145, United States DESCRIPTION: no activity associated with this property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-30
S63 Uniform Securities Agent State Law Examination 2000-05-12
  • S66 Uniform Combined State Law Examination
    2009-06-30
  • S63 Uniform Securities Agent State Law Examination
    2000-05-12
Other Names
  • Marco Molea

View on SEC IAPD

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