Royce
Cannon

Moloney Securities Asset Management LLC

CRD#2206590
Investment Advisor
in Brentwood, TN

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About this Advisor

Royce Cannon is a certified financial planner and chartered financial consultant who works out of Brentwood, Tennessee with a total of 7 years of relevant experience. Cannon is currently employed by Moloney Securities Asset Management LLC. Their career trajectory has included roles at Penn Mutual, American United Life, Oneamerica Securities, Inc, Moloney Securities Asset Management, LLC and Moloney Securities Co., Inc. Cannon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Tennessee and Texas. Moloney Securities Asset Management LLC is a company that has its headquarters in Ballwin, MO. The firm has offices in 45 locations and a total of 84 advisors. It oversees $1 billion in total assets between its 4,025 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 4,025 client accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. The business 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 charged by financial advisors largely vary depending on which services are offered. However, fee types charged by Moloney Securities Asset Management LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

215 Centerview Drive Suite 260
Brentwood, TN 37027

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

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

84

TN Average: 458
Total Number of Accounts

4,025

TN Average: 33,415
Average Account Size

$252,602

TN 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

Royce Cannon Work History

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

2016 - Present (8 years)

Moloney Securities Asset Management, LLC

2016 - Present (8 years)

Moloney Securities Co., Inc

2002 - Present (22 years)

American United Life

1996 - Present (28 years)

Penn Mutual

2003 - 2016 (13 years)

Oneamerica Securities, 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 Royce Cannon 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

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