Thomas
Gresham
Moloney Securities Asset Management LLC
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About this Advisor
Thomas Gresham is a financial advisor based in Overland Park, Kansas, working with Moloney Securities Asset Management LLC. Thomas has previously held positions at Moloney Securities Co., Inc, Moloney Investment Advisory LLC, and Moloney Securities Asset Management LLC. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Kansas. Currently, Thomas is part of Moloney Securities Asset Management LLC, which operates out of Overland Park, Kansas. The firm has 45 offices and 82 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Moloney Securities Asset Management LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Moloney Securities Asset Management LLC Brokerage Details
$1,201,212,148
82
4,236
$283,572
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
Thomas Gresham Work History
Moloney Securities Asset Management LLC
Moloney Securities Co., Inc
Moloney Investment Advisory LLC
Disclosures
Please visit the SEC profile of Thomas Gresham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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