Thomas
Gresham

Moloney Securities Asset Management LLC

CRD#229641
Investment Advisor
in Overland Park, KS

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About this Advisor

Thomas Gresham is a financial advisor working out of Overland Park, Kansas who has 7 years of industry experience. Gresham works at Moloney Securities Asset Management LLC. Over the course of their career, Gresham has held roles at Moloney Securities Co., Inc, Moloney Investment Advisory LLC and Moloney Securities Asset Management LLC. Gresham has a Series 63 license, which qualifies them as a securities representative, and is approved to work in Kansas. Moloney Securities Asset Management LLC is a financial advisory firm that has its headquarters in Ballwin, MO. The company has offices in 45 locations and a total of 84 financial advisors. It administers $1 billion in assets among its 4,025 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 4,025 customer accounts, just 12% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a diverse 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 fees usually are based on the services provided. However, fees charged by Moloney Securities Asset Management LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

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

7101 College Blvd. Suite 1610
Overland Park, KS 66210

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

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

84

KS Average: 458
Total Number of Accounts

4,025

KS Average: 33,415
Average Account Size

$252,602

KS 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

Thomas Gresham Work History

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

2016 - Present (8 years)

Moloney Securities Asset Management LLC

2012 - Present (12 years)

Moloney Securities Co., Inc

2015 - 2016 (1 year)

Moloney Investment Advisory LLC

*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 Thomas Gresham 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

Robert Kersey
Gig Harbor, WA
Joel Duggan
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Edward Prince
Ballwin, MO
Adam Maher
Ballwin, MO
Jin Wang
Ballwin, MO
Kathleen Steel
Indianapolis, IN
Thomas Gresham
Overland Park, KS

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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