Matthew
Franchina

Moloney Securities Asset Management LLC

CRD#5987117
Investment Advisor
in Ballwin, MO

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About this Advisor

Matthew Franchina is a financial advisor who works out of Ballwin, Missouri, who has 7 years of industry experience. Franchina works at Moloney Securities Asset Management LLC. Franchina has gained experience at Bankers Life & Casualty, Proequities, Inc, Bankers Life Securities, Inc, Moloney Securities Co., Inc, Moloney Investment Advisor LLC and Moloney Securities Asset Management LLC. Franchina holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Moloney Securities Asset Management LLC is a registered investment business that has its headquarters in Ballwin, MO. The company has offices in 45 locations and a total of 84 advisors. It oversees $1 billion in assets under management among its 4,025 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 4,025 client accounts, just 12% belong to high-net-worth investors who have greater than $1 million in investable assets. Moloney Securities Asset Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually vary depending on which service is offered. Fee types billed by Moloney Securities Asset Management LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

13537 Barrett Parkway Drive, Suite 300
Ballwin, MO 63021

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

MO Average: $11,469,110,461
Total Number of Employees

84

MO Average: 458
Total Number of Accounts

4,025

MO Average: 33,415
Average Account Size

$252,602

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Franchina Work History

Matthew has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Moloney Securities Co., Inc

2016 - Present (8 years)

Moloney Securities Asset Management LLC

2016 - 2016 (< 1 year)

Bankers Life Securities, Inc

2016 - 2016 (< 1 year)

Moloney Investment Advisor LLC

2011 - 2016 (5 years)

Proequities, Inc

2009 - 2016 (7 years)

Bankers Life & Casualty

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Franchina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Moloney Securities Asset Management LLC

Joel Duggan
Ballwin, MO
Jin Wang
Ballwin, MO
Adam Maher
Ballwin, MO
Edward Prince
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Jeffrey Morris
Ballwin, MO
Steven Mueckl
Ballwin, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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