Molotsky Tax Advisory Group, LLC

Overview

Molotsky Tax Advisory Group, LLC is a state registered investment adviser based in Voorhees, NJ, registered since 2007. It reports $27M in assets under management across 157 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$27M

Discretionary

73%

Accounts

157

Average account

$172K

Employees

1

Advisory reps

1

Registered since

2007

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Lee Stuart Molotsky President CRD 1353088

Advisory reps 1 of 1

• Lee Stuart Molotsky Insurance Agent · Investment Adviser Rep CRD 1353088

Location

Headquarters

1010 Haddonfield Berlin Rd Ste 305
Voorhees, NJ 08043

County

Camden

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: shmfinancial.com

Every state, with registration dates

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