Kevin
Moloney

Independent Investors Inc

CRD#6396649
Investment Advisor
in Nesconset, NY

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About this Advisor

Kevin Moloney is a financial advisor based in Nesconset, New York, working with Independent Investors Inc. Kevin has previously held a position at Independent Investors, Inc and is registered to provide services in New York. Currently, Kevin is part of Independent Investors Inc, which operates out of Nesconset, New York. The firm has 6 employees and manages assets totaling $476.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Independent Investors Inc includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

181 Smithtown Blvd
Nesconset, NY 11767

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Independent Investors Inc Brokerage Details

Total Assets Under Management

$476,440,751

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

119

NY Average: 3,892
Average Account Size

$4,003,704

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kevin Moloney Work History

2004 - Present (20 years)

Independent Investors, Inc

Disclosures

Please visit the SEC profile of Kevin Moloney 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 Independent Investors Inc

Kevin Moloney
Nesconset, NY
Margaret Moloney
Nesconset, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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