William
White
Moloney Securities Asset Management LLC
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About this Advisor
William White is a financial advisor based out of Ballwin, Missouri with a total of 7 years of industry experience. White currently works for Moloney Securities Asset Management LLC. The advisor has gained experience at Moloney Securities Co., Inc, Moloney Securities Asset Management LLC and Moloney Investment Advisory LLC. White has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Moloney Securities Asset Management LLC is a financial advisory business operating out of Ballwin, MO. The firm has offices in 45 locations and a total of 84 financial advisors. It administers $1 billion in assets among its 4,025 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to four charities and foundations. Of its 4,025 customer accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Moloney Securities Asset Management LLC performs a diverse range 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 advice are based on the type of financial services provided. However, fees charged by Moloney Securities Asset Management LLC can be comprised of 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
William White Work History
William has been registered as a financial advisor for 7 years.*
Moloney Securities Asset Management LLC
Moloney Securities Co., Inc
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 William White 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
Gig Harbor, WA
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Winterset, IA
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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