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Klaudian Molosiu

Captrust

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About Klaudian Molosiu

Klaudian Molosiu is a financial advisor who has been in the industry since 2005. Klaudian is currently registered with Captrust. Klaudian has worked at several firms throughout their career, including FIRST CAPITAL EQUITIES,LTD. and CITIGROUP GLOBAL MARKETS INC.. Klaudian holds the Series 7 and Series 63 licenses. Klaudian has a bachelor's degree in finance from a university and is also a Chartered Financial Analyst (CFA).

Firm Information

Klaudian Molosiu is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Klaudian Molosiu’s Registration & Firm History

NY

10/31/2018 - Present

Captrust (Lake Success NY)

NY

07/18/2011 - 11/01/2018

FIRST CAPITAL EQUITIES,LTD. (Lake Success NY)

NY

10/12/2005 - 07/19/2011

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Klaudian Molosiu.
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