Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian d/b/a CP Wealth Management offers financial services, including investments and securities through Moloney Securities Co., Inc., and annuity and insurance sales. He also coaches SLUH Rugby and is the treasurer for the St. Louis Jets youth rugby team.

Employment History
Current Registrations
Moloney Securities Asset Management LLC
February 2016 - Present · 9 yrs 11 mos
Moloney Securities Co., INC.Broker
March 2011 - Present · 14 yrs 10 mos
Previous Registrations
Moloney Investment Advisory LLC
March 2016 - December 2016 · 9 mos
Moloney Securities Co., INC.
March 2011 - April 2016 · 5 yrs 1 mo
Hancock Investment Advisors, LLC
June 2003 - April 2011 · 7 yrs 10 mos
Hancock Securities Group, LLCBroker
May 2001 - April 2011 · 9 yrs 11 mos
TD Waterhouse Investor Services, INC.Broker
November 2000 - February 2001 · 3 mos
State Registrations17 states
CACOFLILINKYMAMDMOMTNCNYORTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.