Moloney Securities Asset Management LLC

Investment Advisor
in Epping, NH

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About this Advisor

Robert Gustafson is a financial advisor based in Epping, New Hampshire with a total of 6 years of industry experience. Gustafson currently works for Moloney Securities Asset Management LLC. Over the course of their career, they have held roles at J.P. Turner & Company, LLC and Moloney Securities Co., Inc. Gustafson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Hampshire. Moloney Securities Asset Management LLC is a financial advisory firm operating out of Ballwin, MO. The investment advisory business has offices in 45 locations and a total of 84 financial advisors. It has $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 services to four charities and foundations. Of its 4,025 customer accounts, just 12% are held by high-net-worth clients who have at least $1 million in investable assets. Moloney Securities Asset Management LLC has a number 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 for financial advice largely depend on which service is provided. Fee types billed by Moloney Securities Asset Management LLC may include 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

57 Main Street
Epping, NH 03042

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management


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


NH Average: 458
Total Number of Accounts


NH Average: 33,415
Average Account Size


NH 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

Robert Gustafson Work History

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

2015 - Present (9 years)

Moloney Securities Co., Inc

2012 - 2015 (3 years)

J.P. Turner & Company, 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.


Please visit the SEC profile of Robert Gustafson 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
Jin Wang
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Adam Maher
Ballwin, MO
Joel Duggan
Ballwin, MO
Edward Prince
Ballwin, MO
Joseph Muller
Ballwin, MO
William Holowatuk
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

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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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