Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
18yrs
Based in Scottsdale, Arizona, David Molter is a fiduciary financial advisor with 18 years of industry experience. David joined Osaic Wealth in 2024, after ten years at American Portfolios Advisors and two years at Morgan Stanley. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 59% of advisors in Arizona
Office18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2014 – 2024American Portfolios Advisors, Inc.Previously
- Aug 2012 – Jun 2014Morgan StanleyPreviously
- 2009 – 2012American Portfolios Advisors, Inc.Previously
Contact David
(800) 821-5100Osaic Wealth main office 18700 N. Hayden Road Suite 255Scottsdale, AZ 85255Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Osaic Wealth at (800) 821-5100 and ask for David Molter. David works from the Scottsdale, AZ office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 18 years. More experience than 59% of advisors in Arizona.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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