Robert
Kersey
Moloney Securities Asset Management LLC
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About this Advisor
Robert Kersey is a financial advisor based in Gig Harbor, Washington who has 7 years of industry experience. Kersey is an employee of Moloney Securities Asset Management LLC. Over the course of their career, Kersey has held roles at Moloney Securities Co., Inc, Moloney Investment Advisory LLC and Moloney Securities Asset Management LLC. Kersey maintains a Series 63 license, which qualifies them as a securities broker, and is able to serve investors in Texas and Washington. Moloney Securities Asset Management LLC is a financial advisory business that has its headquarters in Ballwin, MO. The firm has offices in 45 locations and a total of 84 people on staff. It administers $1 billion in assets among its 4,025 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 4,025 customer accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides 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 management usually vary depending on which services the firm provides the client. Fees billed by Moloney Securities Asset Management LLC most likely include 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
Robert Kersey Work History
Robert 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 Robert Kersey 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
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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