Bryan Gregory Molinar
Investment adviser representative at Seneca Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.9MFirm assets
Are you Bryan Gregory Molinar? 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 assetsHourlyFixed 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
11 years in the industry.
- Seneca Private Wealth, LLCJan 2025 to now
- Atlas Legacy Advisors LLCJun 2024 to now
- Wells Fargo Clearing Services, LLCJun 2019 to Jun 2024
- UBS Financial ServicesSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seneca Private Wealth, LLC
$29.9MAssets managed
37Clients
5Advisers
1 yearIn 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
- 6551259
- Firm CRD
- 334161