Christopher
Rohn
Moloney Securities Asset Management LLC
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About this Advisor
Christopher Rohn is a financial advisor working out of Ballwin, Missouri, with 5 years of industry experience. Rohn currently works for Moloney Securities Asset Management LLC. Their career trajectory has included roles at Planned Investment Co., Inc, Moloney Securities Co., Inc and Moloney Securities Asset Management, LLC. Rohn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Moloney Securities Asset Management LLC is a financial advisory company that has its headquarters in Ballwin, MO. The company has offices in 45 locations and a total of 84 employees. It controls $1 billion in assets among its 4,025 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 4,025 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. Moloney Securities Asset Management LLC provides a diverse set of services, including 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. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by Moloney Securities Asset Management LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moloney Securities Asset Management LLC Brokerage Details
$1,016,723,850
84
4,025
$252,602
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
Christopher Rohn Work History
Christopher has been registered as a financial advisor for 5 years.*
Moloney Securities Co., Inc
Moloney Securities Asset Management, LLC
Planned Investment Co., Inc
*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 Christopher Rohn 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
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Gig Harbor, WA
Ballwin, MO
Willmar, MN
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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