Edward
Balmes
Moloney Securities Asset Management LLC
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About this Advisor
Edward Balmes is a financial advisor working in Chesterfield, Missouri with 7 years of industry experience. Balmes is currently employed by Moloney Securities Asset Management LLC. Their career trajectory has included roles at Moloney Securities Co., Inc, R.T. Jones, F.S. Ladner & Associates, Inc, Moloney Securities Asset Management LLC and Moloney Investment Advisory LLC. Balmes maintains a Series 63 license, certifying them as a securities agent, and is approved to work in Missouri. Moloney Securities Asset Management LLC is a registered investment business that has its headquarters in Ballwin, MO. It has offices in 45 locations and a total of 84 financial advisors. It controls $1 billion in total assets among its 4,025 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 4,025 customer accounts, just 12% belong to high-net-worth clients who have at least $1 million in investable assets. Moloney Securities Asset Management LLC performs a diverse array 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 for financial advisory services largely are based on the type of services offered. Fee types billed by Moloney Securities Asset Management LLC likely include any blend of 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
Edward Balmes Work History
Edward has been registered as a financial advisor for 7 years.*
Moloney Securities Asset Management LLC
Moloney Securities Co., Inc
Moloney Investment Advisory LLC
R.T. Jones, F.S. Ladner & Associates, 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 Edward Balmes 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
Epping, NH
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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