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Chief Compliance Officer and Corporate Secretary · Route 20 Private Wealth Inc.

Jay C Molloy

CRD 6786397 · Named on Form ADV at one SEC-registered adviser

At a glance

Route 20 Private Wealth Inc., an SEC-registered wealth manager based in Fort Lauderdale, FL with $84 million in regulatory assets, lists Jay C Molloy on its Form ADV as Chief Compliance Officer and Corporate Secretary, a control person.

Firms and roles

  • Route 20 Private Wealth Inc.Chief Compliance Officer and Corporate SecretaryWealth manager · Fort Lauderdale, FL · $84M in regulatory assets

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.