Matthew E Molloy

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-03-20
NJ	RA	APPROVED	2025-09-29
NY	RA	APPROVED	2025-09-25

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors Llc	New York	NY	03/2024	09/2025
Healey Brothers Kia	Newburgh	NY	10/2023	12/2023
Unemployed	Highland Mills	NY	07/2023	09/2023
Mttj Property Maintenance Llc	Highland Mills	NY	05/2022	06/2023
Turk Hospitality Group	Highland Mills	NY	05/2022	09/2022
Marios Restaurant	Highland Mills	NY	06/2016	07/2021
Walmart	Latham	NY	02/2020	07/2022
Monroe Woodbury High School	Central Valley	NY	09/2015	06/2019
Siena College	Latham	NY	09/2019	05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	White Plains	NY	09/2025	Present
Bank Of America, N.A.	White Plains	NY	10/2025	Present

03/2024 → 09/2025

Equitable Advisors Llc

New York, NY
10/2023 → 12/2023

Healey Brothers Kia

Newburgh, NY
07/2023 → 09/2023

Unemployed

Highland Mills, NY
05/2022 → 06/2023

Mttj Property Maintenance Llc

Highland Mills, NY
05/2022 → 09/2022

Turk Hospitality Group

Highland Mills, NY
06/2016 → 07/2021

Marios Restaurant

Highland Mills, NY
02/2020 → 07/2022

Walmart

Latham, NY
09/2015 → 06/2019

Monroe Woodbury High School

Central Valley, NY
09/2019 → 05/2023

Siena College

Latham, NY
09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

White Plains, NY
10/2025 → Present

Bank Of America, N.A.

White Plains, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-04

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