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

Get directions
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
Customer Dispute
October 2022
Settled
Customer Dispute
August 2022
Settled
Customer Dispute
August 2022
Settled
Other Business Activities

Christina offers securities and investment advisory services under the DBA Advanced Financial Solutions LLC.

Employment History
Current Registrations
Moloney Securities Asset Management LLC
December 2016 - Present · 9 yrs 1 mo
Moloney Securities Co., INC.Broker
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
Moloney Investment Advisory LLC
February 2016 - December 2016 · 10 mos
Moloney Securities Co., INC.
August 2007 - April 2016 · 8 yrs 8 mos
The O.N. Equity Sales CompanyBroker
August 2002 - September 2004 · 2 yrs 1 mo
State Registrations8 states
ARFLKSMNMOOHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.