Morgan Stanley
45yrs
Top advisor by experience in Potomac
10yrs
Molalign Daniel
Financial advisor at Truist Advisory Services
Molalign Daniel is a fiduciary financial advisor in Potomac, Maryland, with 10 years in the industry. After two years at Citigroup Global Markets and six years at Wells Fargo Advisors, Molalign joined Truist Advisory Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 108 advisors with offices in Potomac, and one of 103 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office9812 Falls Rd, Potomac, MD 20854
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
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.
Career
- Oct 2024 – nowTruist Advisory Services, Inc.Current firm
- 2022 – 2024Citigroup Global Markets Inc.Previously
- 2016 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Molalign
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Molalign. 9812 Falls RdPotomac, MD 20854Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Molalign
Tailored to Molalign’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 Molalign
How do I contact Molalign?
Call Truist Advisory Services at (800) 874-4770 and ask for Molalign Daniel. Molalign works from the Potomac, MD office.
How long has Molalign been a financial advisor?
Molalign has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Molalign hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Molalign a fiduciary?
Molalign is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Molalign paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Molalign 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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