Robert
Kersey

Moloney Securities Asset Management LLC

CRD#862046
Investment Advisor
in Gig Harbor, WA

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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

Series 63

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

5801 Soundview Drive Suite 250A
Gig Harbor, WA 98335

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

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

84

WA Average: 458
Total Number of Accounts

4,025

WA Average: 33,415
Average Account Size

$252,602

WA 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 Kersey Work History

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

2016 - Present (8 years)

Moloney Securities Asset Management LLC

2013 - Present (11 years)

Moloney Securities Co., Inc

2016 - 2016 (< 1 year)

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

Joel Duggan
Ballwin, MO
Jin Wang
Ballwin, MO
Adam Maher
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Edward Prince
Ballwin, MO
Kathleen Steel
Indianapolis, IN
Robert Gustafson
Epping, NH

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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