Thomas Gresham, financial advisor Overland Park KS

Thomas Gresham

CRD Number: 229641
Current Firm: Moloney Securities Asset Management LLC

Thomas Gresham (CRD# 229641) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Overland Park, KS and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Moloney Securities Asset Management LLC Manchester, MO Dec 2016 - Current 5
Moloney Securities Company, Inc. Manchester, MO Jun 2012 - Current 10
Moloney Investment Advisory LLC Manchester, MO Dec 2015 - Dec 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas G. Gresham
Phone Number: (314) 909-0600
Firm Website: http://www.msam.net
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    1,196
    MILLIONS
  • Total Number of Accounts
    3,971
    ACCOUNTS
  • Average Account Value
    $301,142
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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