George
Casey

Moloney Securities Asset Management LLC

CRD#844367
Investment Advisor
in Ballwin, MO

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About this Advisor

George Casey is a financial advisor who works out of Ballwin, Missouri with a total of 7 years of relevant experience. Casey currently works for Moloney Securities Asset Management LLC. Throughout their career, Casey has worked at Fulcrum Securities, Inc, Fulcrum Advisory Services, Inc, Rf Lafferty & Co Inc, Moloney Securities Co., Inc and Moloney Securities Asset Management LLC. Casey holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Missouri. Moloney Securities Asset Management LLC is an advisory firm that has its headquarters in Ballwin, MO. It has offices in 45 locations and a total of 84 financial advisors. It manages $1 billion in assets under management between its 4,025 accounts, placing it among the larger firms in the United States by assets under management. The firm advises four charities and foundations. Of its 4,025 customer accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Moloney Securities Asset Management LLC offers a broad range 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Moloney Securities Asset Management LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

13537 Barrett Parkway Drive, Suite 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

George Casey Work History

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

2016 - Present (8 years)

Moloney Securities Co., Inc

2016 - Present (8 years)

Moloney Securities Asset Management LLC

2015 - 2016 (1 year)

Rf Lafferty & Co Inc

2008 - 2016 (8 years)

Fulcrum Securities, Inc

2008 - 2016 (8 years)

Fulcrum Advisory Services, 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 George Casey 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

Edward Prince
Ballwin, MO
Adam Maher
Ballwin, MO
Jin Wang
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Joel Duggan
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Jeffrey Morris
Ballwin, MO
Charles Heil
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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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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