Molly Lazor has been an investment adviser representative at Chipser Wealth Management since January 2020, and is not listed among the firm’s executive officers or direct owners. Molly Lazor holds an MBA in Business Administration from Georgia College & State University.
Chipser Wealth Management, LLC is a Destin, FL firm with $140M under management, 107 clients and 3 advisers in one office, as of its January 2026 filing.
Molly Lazor is Investment Advisor of Chipser Wealth Management. She handles administrative and day-to-day operations, research, and portfolio management. She assists clients with entering orders, statement reviews, client account access on the website, and access to banking and lending services.
Molly Lazor’s longest registration is the current one, 6 years at Chipser Wealth Management since 2020. Before joining Chipser Wealth Management in 2020, Molly Lazor was registered through Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 6 yearsDestin, FL · Adviser representative · Firm CRD 306396
- Wells Fargo Advisors Financial Network, LLC– · 6 yearsDestin, FL · Adviser representative · Firm CRD 11025
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsDestin, FL · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Molly Lazor is registered as an investment adviser representative in Florida, since January 2020.
- FloridaSince 22 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 September 2008 |
| Series 7 | General Securities Representative Examination | 12 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Molly Snow Lazor
- CRD
- 5077801
- Firm
- Chipser Wealth Management · CRD 306396
- Office
- 4300 LEGENDARY DRIVE, SUITE 230, Destin, FL 32541
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chipserwealthmanagement.com
Where does Molly Lazor work?
Molly Lazor is an investment adviser representative registered through Chipser Wealth Management, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Molly Lazor a financial advisor?
Yes. Molly Lazor has a current investment-adviser registration in Florida, through Chipser Wealth Management since January 2020.
How many years of experience does Molly Lazor have?
Molly Lazor has 18 years in the financial industry, since May 2008, across 3 adviser firms.
What exams has Molly Lazor passed?
Molly Lazor has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2008. FINRA credited Molly Lazor with the SIE, which began in October 2018.
Where did Molly Lazor work before Chipser Wealth Management?
Before Chipser Wealth Management, Molly Lazor was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2008 to November 2013.
Where is Molly Lazor based?
Molly Lazor’s registered office is in Destin, FL.
Is Molly Lazor registered with FINRA?
No. Molly Lazor has no current broker registration.
How can I verify Molly Lazor’s record?
Search CRD 5077801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Molly Lazor’s full registration record.
