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Molly Bohrer

Verum Partners LLC

Charlotte, NC

Skaneateles, NY

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Current Employers
Verum Partners Llc

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-23
NC RA APPROVED 2023-03-17
  • NY RA
    APPROVED
    Since 2024-10-23
  • NC RA
    APPROVED
    Since 2023-03-17

Branch Locations

2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States

Skaneateles, NY • 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
Vermont Green Mount Specialty Skaneateles NY 10/2014 04/2019
Syracuse University Syracuse NY 08/2016 12/2016
Syracuse University Syracuse NY 07/2017 09/2017
Morgan Stanley New York NY 06/2018 04/2021
Verum Partners Llc Charlotte NC 05/2021 01/2025
Syracuse University Syracuse NY 09/2015 05/2019
Verum Partners Llc Charlotte NC 01/2025 06/2026
Verum Partners Llc Charlotte NC 06/2026 Present
  • 10/2014 → 04/2019
    Vermont Green Mount Specialty
    Skaneateles, NY
  • 08/2016 → 12/2016
    Syracuse University
    Syracuse, NY
  • 07/2017 → 09/2017
    Syracuse University
    Syracuse, NY
  • 06/2018 → 04/2021
    Morgan Stanley
    New York, NY
  • 05/2021 → 01/2025
    Verum Partners Llc
    Charlotte, NC
  • 09/2015 → 05/2019
    Syracuse University
    Syracuse, NY
  • 01/2025 → 06/2026
    Verum Partners Llc
    Charlotte, NC
  • 06/2026 → Present
    Verum Partners Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17
Other Names
  • Molly Bohrer
  • Molly Mcgill Kerstetter
  • Molly Kerstetter

View on SEC IAPD

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