Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Duffey is a financial advisor who currently works at Iconiq Capital, LLC in New York. Molly has been in the financial services industry since 2011 and has a Series 7, 63, and 65 licenses. Before joining Iconiq Capital, Molly worked at Sanford C. Bernstein & Co., LLC in San Francisco. Molly specializes in providing financial services to high-net-worth individuals and institutions, including foundations, corporations, and family offices.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/04/2015 - Present
Iconiq Capital, LLC (NEW YORK NY)
CA
06/16/2011 - 07/25/2013
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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