David N Moliterno

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2016 → Present
  Moliterno Insurance & Financial Services Llc
  Youngstown, OH
• 02/2016 → 09/2016
  Allstate Insurance: Chris Graff Agency
  Youngstown, OH
• 07/2026 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 01/2012 → Present
  David Moliterno
  Youngstown, OH

Previous Registrations

• 2012-03-05 → 2012-12-31
  Msi Financial Services, Inc.
  Boardman, OH
  Broadview Heights, OH

Other Businesses

1.) MOLITERNO WEALTH ADVISORS LLC - CEO - DBA NAME FOR MARKETING PURPOSES ONLY - YOUNGSTOWN, OH - SINCE 06/2026 - INVESTMENT RELATED 2.) MOLITERNO INSURNACE & FINANCIAL SERVICES LLC - OWNER - NON-VARIABLE INSURANCE - YOUNGSTOWN, OH - SINCE 01/2017 - INVESTMENT RELATED 3.) DAVID MOLITERNO - LICENSED INSURANCE AGENT - NON-VARIABLE INSURANCE - YOUNGSTOWN, OH - SINCE 01/2012 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-29

Other Names

• Dave Moliterno
• David N Moliterno
• David Moliterno