Mollie Snorsky
Advisor at BMMS Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BMMS Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bellevue, WA 98004
Credentials
Series 65
Industry experience
5 years
Mollie Snorsky is a Series 65-licensed financial advisor with BMMS Wealth Advisory LLC in Bellevue, WA, where she has worked since 2020. She has five years of industry experience and previously worked at Berntson Porter & Company, PLLC and PricewaterhouseCoopers. In addition to her advisory role, she is a 50% partner and CPA at BMMS Partners, PLLC, an affiliated accounting firm. BMMS Wealth Advisory LLC serves a small client base by referring clients to unaffiliated third-party wealth managers for portfolio management. The firm conducts due diligence on these managers and assists with onboarding but does not provide direct portfolio management or custody of client assets.
$0+: 0.40% to 0.95% (Garde Capital, Inc.) not stated+: Negotiated flat fee (Bordeaux Wealth Advisors) not stated+: Up to 1.5% (Freestone Capital Management, LLC) not stated+: 0.75% to 1.00% (Fortis Capital Management, LLC) not stated+: 0.4% to 1.5% (Wells Fargo Advisors) not stated+: Up to 2% (UBS Financial Services, Inc.) not stated+: Up to 1.25% (Parallel Advisors, LLC)
10655 Ne 4 Th St., Suite #300
Bellevue, WA 98004
California · Washington
BMMS Wealth Advisory LLC
2020 - Present (6 years)
BMMS Partners, PLLC
2019 - Present (7 years)
Berntson Porter & Company, PLLC
2016 - 2019 (3 years)
PricewaterhouseCoopers
2013 - 2016 (3 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Bank
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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