Molly Anne Goodwin
Investment adviser representative at Icapital, LLC
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
23 yearsFirm in business
Are you Molly Anne Goodwin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Icapital, LLCJul 2011 to now
- LPL FinancialApr 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Icapital, LLC
$1.5BAssets managed
220Clients
7Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5042968
- Firm CRD
- 122816