top of page

David Molter

VP of Business Development and Advisor Relations, American Portfolios 

As vice president of business development and advisor relations, Mr. Molter oversees AP’s business consultants who serve as points of contact for the firm’s OSJs and financial advisors. He acts as a liaison on behalf of American Portfolios to ensure that the firm’s value proposition appropriately matches the needs of investment professionals. He also assists advisors to effectively transition and/or modify their businesses in terms of viability and sustainability.  Previously during his tenure at AP, Mr. Molter served as the head of the firm’s Advisor Support Center, where he gained a comprehensive understanding of the nuances of financial advisor practices. Prior to joining AP, he worked at Morgan Stanley Wealth Management as an assistant vice president. He received his Bachelor of Science degree in business administration from the State University of New York at Geneseo, and currently holds his Series 7 and Series 66 licenses.

bottom of page