Steven
Mueckl

Moloney Securities Asset Management LLC

CRD#6127269
Investment Advisor
in Ballwin, MO

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About this Advisor

Steven Mueckl is a financial advisor based out of Ballwin, Missouri, with a total of 6 years of industry experience. Mueckl currently works for Moloney Securities Asset Management LLC. Their career trajectory has included roles at Stifel Nicolaus, Moloney Securities Co., Inc and Moloney Securities Asset Management, LLC. Mueckl has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Moloney Securities Asset Management LLC is a registered investment firm that has its headquarters in Ballwin, MO. The company has offices in 45 locations and a total of 84 financial advisors. It manages $1 billion in assets under management between its 4,025 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 4,025 customer accounts, just 12% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a wide assortment 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. A financial advisor's fee schedules largely are based on which services are provided. Fees charged by Moloney Securities Asset Management LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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 #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

Steven Mueckl Work History

Steven has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Moloney Securities Co., Inc

2017 - Present (7 years)

Moloney Securities Asset Management, LLC

2012 - 2017 (5 years)

Stifel Nicolaus

*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 Steven Mueckl 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
Andrew Feyerabend
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Edward Prince
Ballwin, MO
Kathleen Steel
Indianapolis, IN
Robert Gustafson
Epping, NH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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